SSRS stands for SQL Server Reporting Services. It produces formatted reports with the tables of data, graph, and reports. Reports are hosted on a server and can be configured to run using parameters supplied by users. In Microsoft Dynamics CRM, reports can be set as Viewable by Individual or by Organization.

If you have ever created a custom report in Dynamics CRM whether it was an SSRS (SQL Server Reporting Services) report, or just a report created using the built in Report Wizard, you will have configured the report to be viewable to either the Individual (Owner) or the Organization (Everyone).
However sometimes we have custom reports that only certain users, such as managers, should be able to run. In this case we should set the reports to be ‘Individual’.

Step 1: Click on Reports.
Step 2: Select your Report & double click on your report.

Step 3: Click on Actions & click on Revert to Personal Report.

Step 4: Report “Test 3” is not available.

Step 5:  Now let’s assume we have two users i.e.,Power Apps and Power Apps Test. Now “Test 3” report is visible to Power Apps, and it won’t be visible to Power Apps Test.

Step 6: If we want to view our Personal Reports click on Advanced find icon.

Step 7: Look for: Select Reports

Use Saved View: My reports

Step 8: Click on Results.

Step 9: If “test 3” report is appear in Power Apps Test when we make it as Organizational for that  Select your Report & click on Edit.

Step 10: Click on Actions & click on Make Report Available to Organization

Step 11: Open your solution and add the report

Step 12: Now “Test 3” report is available for both users i.e. Power Apps &Power Apps Test.

Leave a Reply