Selecting an area in the chart will display a table with details for that section of the chart. To view data for a chart region, select the chart region. This provides a table grouped and sorted as you specified.Ĭhart and table. Organize and lay out your report dataįor detailed information on laying out your report, see Organize and lay out your report data. If you need to display data from a related record type, select an additional record type here.Īvoid selecting data from a related record type that is not required, as it makes the report take longer to load.ĭefine a filter to determine which records are included in your report. ![]() Data from all fields in this record type and related record types will be available when you are defining criteria for which records to include. This value will be displayed in the reports area. ![]() You can include data from one or two record types, or data from related records. This step identifies where the data in the report comes from. To start from a copy or edit an existing report, select Start from an existing report, and check the Overwrite existing report check box.Įnter the name of the report, and specify which record types the report will use. To create a new report, select Start a new report. Select the starting point for your report. ![]() You can only use the Report Wizard to edit reports that were created with the wizard. In the Report: New Report dialog box, in the Report Type list, select Report Wizard Report, and then select Report Wizard. Note that all reports generated with the Report Wizard print in landscape mode. For the Power Apps version of this article, see: Create a report using the Report WizardĪll reports that are created using the Report Wizard are Fetch-based reports. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client.
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