How to get notes into a report

I need to know how to get my notes tab into a report.  I am only allowed to select the columns from within the general tab.
bojangles12Asked:
Who is Participating?
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

Jeff WightBusiness Solutions ManagerCommented:
Which Dynamics Application is this?
0
bojangles12Author Commented:
It is Microsoft CRM 3.0 small business edition, running on Windows SBS 2003 server.
0
Jeff WightBusiness Solutions ManagerCommented:
When you say report, is this a custom view using Advanced find, or a true CRM/reporting services Report?

In Advanced Find, CRM 3.0 does not allow you to display data from related entities in a custom/advanced find view (though this has been changed in CRM 4).  You can filter on data in the related entity using the "RELATED" section, just not display it.  In your case, Notes are a separate entity related to (regarding) your main entitiy, so when you are doing an advanced find for ,say, Opportunities, you can select "Notes (Regarding)" from the list of available fields within opportunities and then filter your results by data in the related notes, but you won't be able to select the Note fields when you choose your columns.

For true CRM reports, created in SQL reporting services, you can join the "FilteredAnnotation" view in the report designer to your base view ("FilteredOpportunity", "FilteredAccount", etc) and have access to the Note Tab data in your report.  The FilteredAnnotation view has an ObjectID column that you can join to the ID for your main entity.

Hope that helps.

0
bojangles12Author Commented:
I am not very familiar with the reporting functions at all.  What is involved in creating reports in SQL reporting services?  Is it alot of hard coding?  
0
Jeff WightBusiness Solutions ManagerCommented:
To create CRM reports in SQL reporting services (SRS), you'll need a recent copy of Visual Studio.Net (2003 works for me) and you'll need to install the SQL reporitng services report designer.  To do this, I think you just run the SQL reporting services install on your workstation where Visual Studio is installed and only choose the designer components.

The best way to get familiar with SQL reporting services is to play with modifying an existing report.  In CRM, go to the reports section, pick one, and choose More Options -> Download report.  You should be prompted to download a report definition file.  SRS files have an RDL extension, but it's basically an XML file.  From their, you can create a new Business Intelligence Project in Visual Studio and then attach that RDL file and begin experimenting with it.

I would seriously recommend getting this book:
http://www.sonomapartners.com/microsoft-crm-book.aspx

I used this book CONSTANTLY as I was getting familiar with customizing CRM and still reach for it often as a reference guide.

Hope that helps.
0

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Microsoft Applications

From novice to tech pro — start learning today.