Hey guys,
I want to edit the layout of our quote report in CRM 2011 on-premise. Right now we're using a rather roundabout method of mail merges so that we can stick to the company template with our logo on it, and the report method is much easier.
When I open the Quote.rdl file, this is all I see:
I cannot find any way to edit that sub-report. I can right-click on it and select "Sub-report properties" but nothing that gives me a graphical editor where I can insert a logo and rearrange the fields to fit a template.
Is there a different program I should be using? I've tried Visual Studio but I'm not good with code which is why the Report Builder is a godsend... when it works, at least!