How to set default filters for reports in MSCRM
Every run a report in MSCRM where you always change the filter defaults? Did you created a new report using the @CRM_FilteredEnitity and set the default value for the parameter in the report but when run in MSCRM it is set to Modified in the last 30 days? To change the default filters in MSCRM go to the main reports grid in “Workplace”.
- Select the report in the Reports grid.
- From the More Actions menu select Edit Default Filter…
- Choose your filters then click Save Default Filter.
- You must now close the form (click Cancel). (You saved the filter in step 3 you are just closing the form now).
Note:
- You can not set the default filter from the Edit Report form.
- You can not set the default filter when creating a new Report from an Existing File or Link to Web Page. You must first save the report then go to the Reports grid and follow the steps.
Tags: filters, mscrm, reports, Tips and tricks