Hello everyone!
I'm relatively new to the reporting aspect of CRM, and I'd like to get some opinions on how to best approach this.
I'm aware of the process in regards to creating a report with the Report Wizard inside the CRM. However, it appears to be rather limited in regards to the actual design of the report. What are my options here? Ideally, I would like to have something automated and sent to specific users VIA email every month.
As stated in the title, we are currently using Dynamics 2016 On-Prem