Tip #328: How rollup fileds make charts better

Ever since charts were introduced in CRM 2011, there has been a limit of 50,000 records that could be aggregated via a chart.  This limitation is there for performance reasons, and has been a reason why some users with large data sets have stayed away from using charts. CRM 2015 introduces rollup fields, which automatically […]

Tip #299: Schedule CRM on premise reports

Jim “Sourdough Master” Steger sent us a fresh reminder that, despite all the advantages of CRM Online deployments, on premise installations have a few aces up their sleeves when it comes to reporting, and here is one of them: Don’t forget about the ability to schedule SQL Server Reporting Services (SSRS) reports when using CRM […]

Tip #242: Don’t forget the default filters

Default Report Filter

Are your users confused when a CRM report freshly-minted by a report wizard, does not deliver the data they expect? Inspired by our twice the tip, our fellow contributor Andre “I’ve got 88 in my handle” Margono sent us a fresh reminder that “the default filter is something that I often forget to remove/update and […]

Tip #240: Once bitten, twice filtered

Anything that’s been done twice is usually better. That includes double cream and double barreled. Except that report pre-filtering does not work if you need a filtering entity to be included more than once in your SQL. Consider this totally random piece of SQL: You cannot just apply pre-filtering because alias CRMAF_FilteredAccount cannot be used […]

Tip #219: You want the top one

One invoice only

One of the challenges of creating reports is the lack of real data in development environment. There is not enough Nancies Davolios to simulate real volumes. For that reason alone production organization is often replicated “back” to test and development environments. Reports suddenly come to life and designers can see 7-figures opportunities and otherwise empty […]