Reports - add column

Sorry if this may seem an obvious question; I've recently started with
CRM 3.0 and have been staring at it for too long!

I have created a custom field on the case form called TimeSpent. On my
journey to Utopia (to send e-mail automatically to client with Case
Desc, Time Spent, Time Remaining) my immediate basic requirement is
just to have TimeSpent as one of the columns.

So, until I get to Utopia, I generate report - Export to Excel - click
to drill down - and I have most of columns except for my custom
TimeSpent!

Can anyone help me

Regards

Fred
Sun Jan 29 04:11:22 CST 2006

Did you publish your customizations?

Tony
Sun Jan 29 04:49:38 CST 2006

Hi Fred,

Yes I did - I can find the field in e-mail templates for example. I
guess I just need to know how I can easily include the column in a
report.

MattNC
Sun Jan 29 21:19:29 CST 2006

First, to add a custom field to a report, you will need to edit the report.
CRM 3.0 uses SQL Reporting Services, and you can use Visual Studio to edit
the reports, if you install the Business Intelligence add-in for VS. There's
a lot of info on the web about SQL RS.

Second -- to get to your Utopia -- you can use the Workflow Manager in CRM
to send emails to clients when cases are resolved, and you can compose an
E-mail Template with dynamic data, including your custom fields, once they
are published.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Tony" wrote:

> Hi Fred,
>
> Yes I did - I can find the field in e-mail templates for example. I
> guess I just need to know how I can easily include the column in a
> report.
>
>

EdMartinez
Thu Feb 16 08:46:45 CST 2006

Dear Tony,
Sorry you are having problems, when you export to excel are you choosing
dynamic pivot table or dynamic worksheet? If so, you can select the extra
columns by clicking on the "Select Columns" dialog. You can choose any extra
items not displayed in your current grid from there.
P.s.
After you create your spreadsheet you can publish i back to CRM using the
"New" in the reports area, this way everyone in your org can use your report
and they will appear in the entity grid on the reporting drop down.

"Tony" wrote:

> Sorry if this may seem an obvious question; I've recently started with
> CRM 3.0 and have been staring at it for too long!
>
> I have created a custom field on the case form called TimeSpent. On my
> journey to Utopia (to send e-mail automatically to client with Case
> Desc, Time Spent, Time Remaining) my immediate basic requirement is
> just to have TimeSpent as one of the columns.
>
> So, until I get to Utopia, I generate report - Export to Excel - click
> to drill down - and I have most of columns except for my custom
> TimeSpent!
>
> Can anyone help me
>
> Regards
>
>