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Is there a way to export reports from Microsoft CRM4?

I'm setting up a proper dev environment for my client (dev/qa/stage/prod). I'd like to find a way to export reports so we can cleanly move from one environment to the next. Custom RDL type reports are easy (just import the RDL in the next environment), but the reports that are built inside CRM don't appear to export anywhere. Am I missing something? Is this another feature that was missed?

Apperciate the help.

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Jake Avatar asked Jan 23 '23 08:01

Jake


1 Answers

For any report in CRM you can:

  • Navigate to the reports grid
  • Highlight the report you want
  • Click Edit report
  • Click Actions-> Download Report

This will give you the .rdl file. Why do you want to export and import native reports?

like image 184
Matt Dearing Avatar answered Feb 12 '23 06:02

Matt Dearing