Run a report automatically

lizeta
lizeta Member Posts: 7
edited 2011-09-28 in Dynamics CRM
In MS CRM Online i would like a report to be run automatically every day and be sent by email to a specific user.
Does anyone know if is it possible either in Online or on-premise version?

Comments

  • Smalls
    Smalls Member Posts: 5
    Lizeta,
    Via Reporting Services you can subscribe to any report via the http://[reportservername]/reportserver URL, and selecting the Subscribe option from the drop down on that particular report, once there you can select to have the report delivered to you via e-mail at a specific time.

    Should your reports be deployed to RS then this will work for the On-Premise version, I'm not overly familiar with the Online Version, but the above may work for that too providing you can access Reports Server

    Hope that helps

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