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Wednesday, May 24

Report Wizard Limitations in MS CRM

Dynamics CRM 2011 – Limitations of Report Wizard (OOB)


Feature ListReport Wizard (OOB)Custom SSRS Report - BIDSRemarks
GroupingYesYes-
Adding extra rows and columnsNoYes-
Expressions Based ValuesNoYes-
Design, Font, Colour ChangeNoYesNo option available while creating report through wizard. Is possible after exporting and changing the report.
Context specificYes (By Default)Yes-
Group SummaryYes (With limited functions)YesAverage, Maximum, Minimum, Percentage of total, Sum are the summary types that can be used in report wizard for a field.
Lookup FunctionalityNoYes-
HyperlinkNoYes-
Use of Sub ReportsNoYes-
ChartsYes (Limited Type)YesOnly vertical bar chart, horizontal bar chart, line chart, pie chart are supported in report wizard.
Tools like line, list, image, sub report, gauge, map,
indicator, sparkline
NoYes 
Custom CodeNoYes 
Functions Available in ExpressionsNoYes 
Hide Show based on expressionsNoYes 
Report filtersNoYes 
ParametersNoYesThere is no way to add new parameter to the report
through report wizard.
Header - Body - FooterNoYes 
Page Nos. in footerNoYes 
Accessing Current Date TimeNoYes 
Entities could be involved in generating a reportOne primary entity and it's first level related entityNo such limitation 
I hope this would be helpful. Please feel free to comment on this post with more limitations.