Reporting in Dynamics 365 Customer Service

Reports help you manage your progress towards your goals by helping you see how you're doing. You can also track trends - which can give you an advantage over your competitors.

For example it's important for a sales team to know which product or service is selling and which is not doing so well. For a customer service team, it's important to track the average time it takes to resolve an issue.

To run a report

1. Go to Reports.

2. Choose the report you want > Run Report.

    Note

   In Report Viewer dialog box, you can leave the search criteria as is, or change it as needed.

    

   Share the report with other users or teams

   1. Go to Reports.

   2. In the list of reports, select the report and on the command bar, select Edit.

   3. On the Actions menu, select Sharing.

   4. In the Share Report dialog box, select Add User/Team.

   5. In the Look Up Records dialog box, select the users or team you want to share the report with, and select Select > Add.

   6. In the Share Report dialog box, select the type of share access that you want. The available permissions are: Read, Write, Delete, Append, Assign, or Share.

   7. Then select Share