Dynamics 365 - Reports & Views Quick Guide

Reports & Views Quick Guide

Creating reports and editing views

• Navigate to the view you would like to create your view/report
• In the dropdown on the top left (this would normally default to for e.g. My Open Opportunities, Active Services dependent on the view) 
• Select a view in the list
• This view can be saved as a new view, once you add columns or filters

Changing order of columns

• In your chosen view, go to Edit Columns
• This will list the columns and the order they appear in
• Hover over the field you would like to move
• Drag the field up and down the list to where you would like it to appear
• Apply
• You should now see the change in the table
• If you would like this view to persist, click into the top left view dropdown
• Select Save as new view
• Name the new view
• Save
• The new view can be found in dropdown. Saved views will have a person icon next to it.

Add Columns

• In your chosen view, go to Edit Columns
• Click Add Columns 
• A list of fields from the Opportunity area will appear
• Select a field to add to the table (If the field cannot be found, go to part 2 below)
• Close
• The field selected will be added to the bottom of the table list
• Drag the field to where you would like it to appear
• Apply
• You should now see the change in the table
• If you would like this view to persist, click into the top left view dropdown
• Select Save as new view
• Name the new view
• Save
• The new view can be found in dropdown. Saved views will have a person icon next to it

Part 2 - Add related field as a column

• If the field cannot be found in the list above, it may be in the related area.
• Click into Related
• This will list a number of areas, click into the arrow beside each area to view available fields
• Find the field and select to add it to the table. If you can't find the field, try using the search box
• Once selected, Close
• The field selected will be added to the bottom of the table list
• Drag the field to where you would like it to appear
• Apply
• You should now see the change in the table
• If you would like this view to persist, click into the top left view dropdown
• Select Save as new view
• Name the new view
• Save
• The new view can be found in dropdown. Saved views will have a person icon next to it

Filter the view

• In your chosen view, go to Edit Filters
• Existing filters in the view will be listed
• Filters can be amended and new filters can be added.
• For e.g. In opportunities, we will add a Created By filter 
• Click Add
• Add row
• In the Select a field, find Created By (if you cannot find the field you are looking for, go to Part 2 below)
• Select
• In the second field, chose the operator. For e.g. Equals, contains, begins with
• In the Value field, click into the dropdown.
• We will search for the user, for e.g. Amy Paulsen
• Apply
• You should now see the change in the table
• If you would like this view to persist, click into the top left view dropdown
• Select Save as new view
• Name the new view
• Save
• The new view can be found in dropdown. Saved views will have a person icon next to it

Part 2 - Filter this view

• If the field cannot be found in the list above, it may be in the related area.
• Click +Add
• Add related entity
• Choose a related entity in the dropdown. For e.g. Primary Product
• Select an operator or keep as default. Contains data
• Select a field
• Opportunity Product
• Choose an operator
• Select product from the dropdown
• Apply
• You should now see the change in the table
• If you would like this view to persist, click into the top left view dropdown
• Select Save as new view
• Name the new view
• Save
• The new view can be found in dropdown. Saved views will have a person icon next to it.