So, let's get into the wizard. Click "New" and you will see:
Give your report a name and choose the entity you want to run the report from. You also can choose to have the report available from 1 related object type.
After you click "Next" you will see the filter that you want to apply to the report but using Advanced Find capabilities. Note that you can utilized existing views (both system or your own saved views).
Next you choose the layout of the report. How you want the data grouped (by customer, date, etc) and pick the columns that you want to display.
The below shot is of a saved column that shows the capability to include subtotals (a summary for a column) in the report. The record type when you add a new column will allow you to select related entities and then the columns from that related entity. Then set the pixel width for each column as you see fit (default is 100 pixels).
Next you can choose the type of report to show. Table only, chart and table or a chart with a drill into the table.
Now choose the chart type (if you chose to show a chart in your report):
Set the axis for the chart to run off of and then complete summary and finish page.
Now run the report and you'll see:
Click on an item in the report for the drill down to see:
And that is the new report building in CRM 4.0. Really great functionality for end users to get the most out of their data.
Have I mentioned that I'm excited for CRM 4.0?
Dynamic Methods Inc.