Generating Reports – Troubleshooting. Microsoft Microsoft Dynamics CRM for Outlook, Microsoft Dynamics CRM 4.0
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Why can't I go back online?
This usually occurs if you do not have a network connection or the Microsoft Dynamics CRM server is unavailable. Wait a few minutes, and then attempt to go back online and get a connection. If this condition persists, contact your system administrator.
While you were offline, your user record may have been deactivated or your privileges to synchronize or go offline may have been changed. Contact your system administrator.
Some data cannot be synchronized, such as appointments with conflicts or corrupt files. Attempt to reconcile these errors and try again. You may need to discard these changes and re-enter them after you are back online.
To identify and fix many problems with Microsoft Dynamics CRM for Outlook, run Microsoft Dynamics CRM
Diagnostics.
1. On the Start menu, click All Programs, click Microsoft Dynamics CRM, and then click
Diagnostics.
2. To start the wizard, click Run Diagnostics.
Generating Reports – Troubleshooting
Why isn't data in a report, even though I expect it to be there?
There are several possible reasons why data you expect to be on a report does not appear:
Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
Data is not entered in Microsoft Dynamics CRM. The person entering data may have left fields empty.
Data does not match the criteria for the report. Many reports include a default filter that displays only active records, or you may have selected criteria that the record doesn't match.
You may be viewing a cached copy of the report. By default, data in Microsoft Dynamics CRM reports is pulled from the database each time you run a report. However, your system administrator may have changed a report to run from the cache. If data you entered recently is not included in the report, you may have an older version of the report from the cache. To refresh the report, on the Report toolbar, click the Refresh button
.
You may not have permission to read records in a sub-report. If you do not have permission to read record types that are included in a sub-report, you will get an error message saying that the sub-report could not be displayed.
Your Microsoft Internet Explorer privacy settings may block required cookies. For chart reports, if instead of seeing the chart, you see a red letter X, your privacy settings may be blocking a cookie that is required for the chart control. To fix this problem, in your browser, enable cookies for the server that is running
Reporting Services.
If you are offline, your local data groups may not include all the data. If you are using the report from the Microsoft Dynamics CRM for Outlook with Offline Access while you are offline, you must have a local data group that includes all the data that will be in the report. More information: Work with Data to Take Offline
Related Topics
Running Reports - Troubleshooting
Create and Work with Reports
Microsoft Dynamics CRM 4.0 User’s Guide 469
Running Reports and Analyzing Data
Why do one or more reports display slowly or stop responding?
Most reports return results within a few seconds to a minute. Some reports might take longer if the report includes a large number of records, or if the system usage is high.
If you are a user:
Edit the filter before you run the report to select fewer records.
If you need to run a summary report for a large number of records, such as the Account Distribution report, expect it to take a while to run and try to run it when system usage is low.
If you are a system administrator:
Change the default filter on the report to be more restrictive.
Remove the report from on-demand use and schedule it to run when the system is less heavily used.
If the report is a custom report, for suggestions on improving performance, see Writing Reporting Services
Reports (Microsoft Dynamics CRM SDK).
If the problem occurs on a matrix table report, such as the Case Summary Table report, use Task Manager to see if the Web service process (w3wp.exe) on the report server is consuming all memory. If this is the problem, you can modify the MemoryLimit setting in Reporting Services. Reports are automatically stopped if they exceed the percentage of memory specified in this setting. By lowering this limit, you can cause the report to fail without consuming so much memory that the server is unusable. For more information, see the topic
"RSReportServer Configuration File" in Reporting Services Books Online.
Identify whether you need to upgrade hardware or use a separate server for Reporting Services. For more information, see Chapter 1-4, "Planning Deployment," and chapter 2-2, "Microsoft Dynamics CRM 4.0 Server
Installation Instructions in the and the article
Microsoft Dynamics CRM 4.0 Implementation Guide
, and the article "Improving Performance of Microsoft Dynamics CRM by Using a Dedicated Report Server".
Related Topics
Running Reports - Troubleshooting
Create and Work with Reports
Customizing and Organizing Reports
Why do I receive the error "An error has occurred during report processing.
Cannot create connection to data source CRM. Login failed for user 'NT
AUTHORITY\ANONYMOUS LOGON'" when I run any report?
This error will occur if the Enable Integrated Windows Authentication check box is not selected in Microsoft
Internet Explorer.
To fix this problem:
1. On the Internet Explorer Tools menu, click Internet Options.
2. On the Advanced tab, in the Security section, select Enable Integrated Windows Authentication, and then click OK.
3. Restart your computer.
Related Topics
470 Microsoft Dynamics CRM 4.0 User’s Guide
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