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Applies to Dynamics 365 (online), version 9.x

To edit a default report, you can download the report from Dynamics 365 to a computer that is set up with the report development environment, and then make the necessary changes.

  1. Go to Reports.

  2. On the Actionsaction menu, click or tap Download Report.

    The RDL file for the report contains tags that specify whether the report is a Fetch-based report or an SQL-based report.

  3. Click or tap Save, and specify the location in which to save the file. If you’re creating a new report rather than modifying a report, rename the file.

  4. In the Download Complete dialog box, click or tap Close.