Reports in Dynamics CRM 2016 have the functionality to be saved as a ‘snapshot’, either following a scheduled date and time or On-Demand. The screenshot below shows a custom report I had created with a snapshot created On-Demand. These snapshots are also able to be sent via email on a schedule.
This blog will provide a short guide on how to set up the sending of a scheduled report snapshot automatically via email. For this to work, CRM and CRM Users would need to be configured correctly to receive and send emails with either an Email Router, Server Side Sync or CRM for Outlook. This blog is only for Dynamics Dynamics CRM 2016 On-Premise and will not work for Dynamics CRM 2016 Online.
Step 1: Connect to the server the Reporting Service is located on.
Step 2: (Optional) If you are unsure of your “reports” URL you can find it by opening the Reporting Services Configuration Manager, clicking Connect with the correct server selected and navigating to “Report Manager URL”. Your URL will be shown in the area blocked out after “URLS”.
Step 3: Open Internet Explorer as an administrator and navigate to the URL for your reports.
Step 4: In the top right corner click the button ‘Details View’ button to change to the ‘Tiles View’.
Step 5: Navigate to your MSCRM folder (i.e.) and then to Custom Reports .
Step 6: (Optional) In the top right corner, you can search for “snapshot”. This will display all your scheduled report snapshots. If you have a large amount of custom reports this will definitely make it easier to manage.
Step 7: Hover over the value in the “Name” column, click the dropdown arrow and select ‘Subscribe’.
Step 8: From here you should be able to set up the information for sending a scheduled snapshot of a report to a User, as shown in the screenshot below.