Just a quick recap of what you can do with CRM Reporting.
- Create standardcustom reports: Online & OnPremise
- Schedule point-in-time snapshots: Online & OnPremise (users need to manually browse to report to view)
- Email individual reports to individual users: OnPremise only (need access to SQL reporting services)
- Automate delivery of multiple reports to multiple users: OnPremise only (need access to SQL reporting services)
Geek Bonus!
If you love to code, I found a pretty cool customization that allows you to eMail out a report with a click of a button. Imagine sitting on a quote entity and clicking a single button to generate a report. A CRM eMail pops up, complete with a custom report attached as a .pdf, and the To & From fields filled in. All you need to do is type in the Body & click Send.
Check it out here: http://stackoverflow.com/questions/23404708/dynamic-crm-2013-online-how-to-execute-report-generate-pdf-and-email
Have any questions or need any help? Feel free to reach out to me with any questions or comments.
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