We are using Dynamics CRM 2016 on prem. We have a subject tree built out in our CRM system that contains subject matters for Cases.
Our customer service people are in need of some reporting, and I think to get them the data they need I might need to use SSRS or Visual Studio, but if Advanced Find is an option I'm all for it because it gives them the ability to tweak their results on the fly without involving actually changing queries or reports. Avanced find is tempting, as it will let me use the UNDER option, which is kinda cool, but I don't think it does enough. It seems like I can only chose one subject matter at a time to report on.
Anyhow, they would like some reporting that captures each item we have listed as a subject.
They'd like this by year or by month and with a count of occurances.
So for example, I think they want something like this:
Vendor Issues 210
Personnel Issue 14
Bad venue experience 45
Guest Sickness 6
Vendor Issues 196
Personnel Issue 13
Bad venue experience 48
Guest Sickness 17
Vendor Issues 89
Personnel Issue 10
Bad venue experience 63
Guest Sickness 7
You can see where I'm going with this. They want a report that gives them a fast glance of what came up within a defined time period (year, month, whatever), what the subject matters were that were reported, and counts for each incident type so we can quickly identify the areas that need the most focus because the counts were high.
I don't think advanced find can do this. IF I need to do this in SSRS, how would I begin? I can get at SSRS, I've never had to use it. Can anyhow suggest the best tool to accomplish this, while making it accessible for the end users that want to run it? Thanks in advance!