CRM 2011 – Why can’t I add my report to a solution

The quick answer to the question is for me to stop being an idiot.

I had written my report, I had uploaded the report, it was running fine.

I then tried to add the report into the solution, opened my solution –> reports –> adding existing

I then couldn’t find my report!

checked the reports, yep it’s there

did an advanced find, the report appears.

I then edited the report and remembered, this report is a my report, a personal report.

This is the same as creating a personal view, unless you share it everyone then no one else can see.

Reports are slightly different because you can choose an option called Make available to organisation.

To find this option you have to go to the report you created –> Edit –> Actions –> make available to organisation

Then everyone can see it and more importantly you can add to your solution

if you have a change of mind and want the report to be viewed by only you, you can in Actions choose to revert  to personal report.

11 thoughts on “CRM 2011 – Why can’t I add my report to a solution

  1. Eni Elezi June 29, 2012 / 11:46 am

    Well done for ‘spotting’ this Ben. I had an RDL file report and couldn’t include it in the Solutions. I thought this happening because of the custom RDL but actually you gave me the answer. Such a relief not to manually export these reports.

    Like

  2. Crm Deep October 9, 2014 / 11:17 am

    Thanks!

    Like

  3. Kaustubh Nimdeo October 29, 2015 / 7:04 am

    Wow, thanks a ton it really helped.

    Like

  4. Phil Shotton June 1, 2016 / 8:34 am

    Cheers Hosk, this article is still helping! Couldn’t export the Complete Solution but it complained about not having a specific Report in it… Nothing to add of course, but followed your steps for the Report and bingo! 🙂

    Like

    • Hosk June 1, 2016 / 9:08 am

      Awesome, glad it helped.

      Microsoft Dynamics CRM has changed a lot but much of the core framework is still the same. For developers its good because the Dynamics CRM community is active and has generated lots of blogs and articles to help people when they have problems.

      Like

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