Sometime one will want to know how many records are present in the system for a given entity. For example let us say you want to know how many contacts exist in your CRM system. I am sure you must have noticed that the CRM grid which shows all contact records stops counting post 5000 records. As shown in image below.
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A work around to this problem is to create a report which will allow you to see the number of records. In this blog post I am going to explain you how you can create a report to see the total number of records.
Click on the Setting>>Solution>>Click Solution Name”Xrm”
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Click on the Contact Entity then click Fields then click “New”.
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1. Create a new custom field in contact entity “Total Count” Type “Text”. It is used for displaying total count.
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2. Create a new Report. Click Workplace>> Report>>Click “New”.
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3. Click on the “Report Wizard” to create the new report via the Report Wizard.
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4. Select “Start a new report” and click “Next Button”.
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5. Give the Report Name “Contact Records Count” and Select Primary record type “Contacts”.
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6. Click on the “Next Button”.
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7. Click on the Add Grouping then Open new window select the Column “Total Count” field created step 1 above for the initial grouping and select Summary type “Count” then click “OK Button”.
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8. Select some columns to display but I am showing mainly Total Record Count. Then click “Next Button”.
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9. Select “Table only” and click “Next Button”.
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10. Click on the “Next Button”.
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11. Click on “Finish Button”.
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12. Save the report and click on the “Run Report” mark in red color.
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13. Click on the “Return to Report”.
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14. Finally Showing “Total Records Count” mark in red color.
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