Creating a SSRS Report for CRM Online: A Step-by-Step Guide

Get ready to improve your CRM with a custom SSRS report! 📈

Welcome, dear reader, to this comprehensive guide on how to create a SSRS report for your CRM online. Are you tired of manually generating reports and data analysis? Well, look no further because we’ve got you covered. You will learn how to create customized reports that you can update easily and automatically. By the end of this article, you will have the skills and knowledge to improve your CRM experience and increase productivity. Let’s get started!

Why should you create a SSRS report for CRM online? 🤔

Before diving into the steps on how to create a SSRS report, let’s first understand why it’s important to have one for your CRM. Here are some reasons:

1. Saves time and increases productivity

Generating reports manually takes time and effort. With a SSRS report, you can automate the process and save valuable time. You can set up a schedule and have the report generated automatically without the need for manual intervention. You can use this extra time to focus on other tasks and be more productive.

2. Provides insights and improves decision-making

Having access to a well-designed SSRS report can provide insights and valuable information that can improve decision-making. You can customize the report to show the data that is important to you and your organization. By having this information at your fingertips, you can make informed decisions faster.

3. Improves communication and collaboration

A SSRS report can be shared among team members easily. By having access to the same report, you can ensure that everyone is on the same page and working with the same information. This can improve communication and collaboration within the team.

Step-by-step guide on how to create a SSRS report for CRM online 📝

Now that we’ve established why you should create a SSRS report for your CRM online let’s dive into the steps on how to create one:

Step 1: Install and configure SQL Server Reporting Services (SSRS)

Before creating a SSRS report, you need to install and configure SQL Server Reporting Services (SSRS). Follow these steps:

Steps to Install and Configure SSRS
1. Download and install SQL Server Data Tools (SSDT).
2. Open SQL Server Data Tools and create a new project.
3. Choose Report Server Project Wizard.
4. Fill in the necessary information for your report server.
5. Choose the SQL Server version and click finish.
6. Launch the report server and register it with your CRM online account.

Step 2: Design the report

After installing and configuring SSRS, the next step is designing the report. Follow these steps:

Steps to Design the Report
1. Open your SQL Server Data Tools project.
2. Add a new report by right-clicking on the Reports folder and selecting Add New Report.
3. Choose the report wizard and click next.
4. Choose the data source and click next.
5. Select the table or stored procedure that will be used to generate the report.

Step 3: Create the report layout

The next step is to create the report layout. Follow these steps:

Steps to Create the Report Layout
1. Choose the layout and click next.
2. Select the report fields and click next.
3. Customize the report layout with headers, footers, and grouping.
4. Preview the report and make any necessary adjustments.

Step 4: Deploy the report

The final step is to deploy the report. Follow these steps:

Steps to Deploy the Report
1. Right-click on the report and select Deploy.
2. Verify that the report has been deployed successfully.

FAQs about creating a SSRS report for CRM online ❓

Q1. What is a SSRS report?

A SSRS report is a custom report that can be created using SQL Server Reporting Services. It allows you to generate detailed reports based on your specific data needs.

Q2. Can I create a SSRS report for any CRM system?

No, you can only create a SSRS report for a CRM system that is compatible with SQL Server Reporting Services.

Q3. Do I need any prior knowledge of SQL or programming to create a SSRS report?

No, you don’t need any prior knowledge of SQL or programming to create a SSRS report. However, understanding the basics of SQL and programming can be helpful.

Q4. Where can I find more information about SSRS?

You can find more information about SSRS on Microsoft’s website or by attending a training course.

Q5. Can I customize the report layout?

Yes, you can customize the report layout by adding headers, footers, and grouping.

Q6. Can I automate the report generation process?

Yes, you can automate the report generation process by setting up a schedule.

Q7. Can I share the report with my team?

Yes, you can share the report with your team by exporting it to a PDF or Excel file.

Q8. How often should I update my SSRS report?

The frequency of updating your SSRS report depends on your needs. You can update it daily, weekly, or monthly.

Q9. Can I use SSRS to generate real-time reports?

No, SSRS generates reports based on a schedule. However, you can set up a schedule that is frequent enough to simulate real-time reporting.

Q10. Can I use SSRS to generate charts and graphs?

Yes, you can use SSRS to generate charts and graphs that can be included in your report.

Q11. Can I use SSRS to generate reports in different formats?

Yes, you can generate reports in different formats such as PDF or Excel.

Q12. How secure is my data when using SSRS?

SSRS uses the same security protocols as your CRM system. The data is encrypted and only accessible to authorized users.

Q13. Will my SSRS report continue to work if my CRM system updates?

It depends on the nature of the update. If the update affects the data source used by the report, then you will need to update the report accordingly.

Conclusion: Improve Your CRM Experience With a Custom SSRS Report

Congratulations, you’ve made it to the end of this comprehensive guide on how to create a SSRS report for CRM online. By following the step-by-step guide, you now have the knowledge and skills to create customized reports that can improve decision-making, increase productivity, and enhance collaboration. Remember to update your report regularly to ensure that it remains relevant and useful. Get started today and take your CRM experience to the next level!

Ready to create your own SSRS report?

Don’t wait any longer! Follow the step-by-step guide and start generating valuable reports for your organization. If you have any questions or need assistance, feel free to contact us.


The information in this article is for educational purposes only. We do not guarantee that the information provided is accurate, complete, or up-to-date. The use of any information provided in this article is solely at your own risk.