Friday, 29 March 2013

Dynamics CRM 2011 – Limitations of Report Wizard (OOB)

 

Feature List

Report Wizard (OOB)

Custom SSRS Report - BIDS

Remarks

Grouping

Yes

Yes

-

Adding extra rows and columns

No

Yes

-

Expressions Based Values

No

Yes

-

Design, Font, Colour Change

No

Yes

No option available while creating report through wizard. Is possible after exporting and changing the report.

Context specific

Yes (By Default)

Yes

-

Group Summary

Yes (With limited functions)

Yes

Average, Maximum, Minimum, Percentage of total, Sum are the summary types that can be used in report wizard for a field.

Lookup Functionality

No

Yes

-

Hyperlink

No

Yes

-

Use of Sub Reports

No

Yes

-

Charts

Yes (Limited Type)

Yes

Only 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

No

Yes

 

Custom Code

No

Yes

 

Functions Available in Expressions

No

Yes

 

Hide Show based on expressions

No

Yes

 

Report filters

No

Yes

 

Parameters

No

Yes

There is no way to add new parameter to the report
through report wizard.

Header - Body - Footer

No

Yes

 

Page Nos. in footer

No

Yes

 

Accessing Current Date Time

No

Yes

 

Entities could be involved in generating a report

One primary entity and it's first level related entity

No such limitation

 

I hope this would be helpful. Please feel free to comment on this post with more limitations.

6 comments:

  1. Very Helpful! Thanks.
    Kind regards from Germany.

    ReplyDelete
  2. Ankit, can I know why "Sparkline" is not supported In OOB Report Wizard? Specific reason?

    ReplyDelete
  3. Can I know technical reason why sparkline is NOT supported in OOB report wizard

    ReplyDelete
  4. Sorry but no idea why "Sparkline" is not supported in OOB report wizard.

    ReplyDelete
  5. Is there a liomitation to the number of lookup fields that can be added as columns to the report wizard? We are struggling to save a report with 30 columns - 3 of them are lookups

    ReplyDelete