It’s actually possible to change the default filter on a report after it’s been created, but the feature is tucked away and easy to miss! I usually work with reports from the Advanced Find window (below), but you do not have the option to update the default filter using this method!

Instead, navigate to your reports by going to Sales -> Tools -> Reports:

Select the report you wish to edit, then click Edit Default Filter:

Make your updates to the filter, then click Save Default Filter:

That’s it! You’ve updated the default filter on a report. Be advised– when you run a report from a view and select “All records on all pages in the current view”, that will override the default filter and use the selected View as the filter:

The post Dynamics 365 – Changing Default Filters on Existing Reports appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.

It’s time for some spring cleaning! The reports area of Dynamics is often left unorganized, making it a chore to locate particular reports. In this post, you’ll learn how to create a new report category, then a new system view to further organize your reports.

Once you have a new report category in mind, head to Settings–>Administration–>System Settings:

Select the “Reporting” tab:

You’ll see the out-of-the-box report categories listed here.  There are many out-of-the-box reports using these, so keep that in mind if you decide to rename the existing categories.  We’re going to add “HR Reports” to this list by selecting “Add”:

Enter your new category, then select OK:

You can rearrange the categories by selecting “Move Up”, “Move Down”, or Sort Ascending/Descending. Select OK when finished.

Now that a new category has been created, open the default solution by going to Settings–>Customizations–>Customize the  System.  Expand “Entities”, then find “Report”, then select “Views”:

Open “Administrative Reports”, then select “Save as”:

Give the new View a name (in this case, HR Reports). Since we made a copy of an existing report, select “Edit Filter Criteria” and update the report category:

Select OK, then save & close the view. Publish all customizations.  Now, you can head back to your reports area and categorize reports as needed–select the report, then “Edit”, then select the appropriate categories.

The post Dynamics 365: Create Custom Report Categories and Views to Organize Reports appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.