Primary record of custom report RRS feed

  • Question

  • How do I get a custom report built outside CRM to appear under Lead records when imported into CRM ? 
    Friday, February 3, 2012 7:53 AM


  • Hi, import your report, and then select this report under Reports menu, then click on Edit button in the tool bar, it will open up a window and on the General tab in the bottom section there is an Option called Display In, choose Lists for related record types
    Thomas T(MCBMSS) If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Thomas Thankachan Friday, February 3, 2012 7:56 AM
    • Marked as answer by boo oinky Wednesday, February 8, 2012 6:52 AM
    Friday, February 3, 2012 7:56 AM