Data reporting framework across on-premise and hosted CRM services

摘要

A data reporting framework that works across on-premise and hosted Customer Relationship Management (CRM) platforms enabling definition and execution of secure custom reports is provided. A fetch query language of a CRM platform is used along with reporting service tools and constructs to enable users to upload and execute custom fetch based reports with support for expressions, code, formatting, and drill through. Users are also enabled to build simple reports from within CRM and, if needed, enhance those reports using reporting service tools and re-upload in CRM. Furthermore, custom reports may be executed in a sandboxed environment to provide full security in a multi-tenant, hosted CRM system.