CRM 2011 - Using Report Control to add a report to Dashboard

There can be scenarios where we have to create custom reports to the dashboards. This can be achieved easily using the custom tool Report Control. Download the report control solution from here.

 

Import the solution to our organization.

 

Now keep the report ready in our organization either by creating a new report or by reusing an existing report.

 

Get the report's GUID from CRM which needs to be added to the dashboard. Keep that handy for further use.

 

Whether you are planning to create a new dashboard or an existing dash board, add a new web resource to the dashboard.

 

In the properties window, add the web resource "new_ReportControl". Give proper field name and properties for the web resource.

 

If "Restrict cross frame scripting where supported" and "Pass record object type and unique identifier as parameters" check boxes are checked, then uncheck them.

 

In the custom parameters field, add the GUID value for the report to be added.

 

Full article can be read here. There is another approach for this same objective but it didn't work for me though. You can read the article here.

 

That's it we are done with the new report in our dash board.

 

Hope this helps !!!