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CRM 2013 Reports on Opportunity RRS feed

  • Question

  • Hello

    We are currently in the process of updating one of our CRM 2011 customers to a CRM 2013 system and we have come across a slightly obscure thing on the Opportunity entity.

    We have a few reports which run against the Opportunity entity, but we can't find where to run reports from on the opportunity form, there doesn't seem to be a "Run Report" option.  We can run the reports from the Opportunity home page, but not from within the form... Does anybody know if this is a design decision, a bug or a problem with our system?

    Thanks in advance

    Andy

    Friday, January 17, 2014 8:48 AM

Answers

  • Hi Andy,

    "Run Report" button is hidden by default. You need to manually enable it. Below is the link to article which describes how to restore a hidden button.

    http://www.develop1.net/public/post/How-to-restore-a-hidden-button-on-the-CRM-2013-Command-Bar.aspx

    Below is link to similar post.

    http://social.microsoft.com/Forums/en-US/b86978d8-c0ee-46fb-8df8-5c5d25089c32/run-report-is-not-coming-in-crm-2013-for-order-form-page?forum=crm

    Please vote as helpful and mark as an answer if this post helps.


    Ajay Chawla


    • Edited by Ajay Chawla Friday, January 17, 2014 10:19 AM similar post.
    • Proposed as answer by Ajay Chawla Tuesday, January 28, 2014 6:04 AM
    • Marked as answer by Andrew Pleasants Monday, February 17, 2014 4:14 PM
    Friday, January 17, 2014 10:17 AM

All replies

  • Hi Andy,

    "Run Report" button is hidden by default. You need to manually enable it. Below is the link to article which describes how to restore a hidden button.

    http://www.develop1.net/public/post/How-to-restore-a-hidden-button-on-the-CRM-2013-Command-Bar.aspx

    Below is link to similar post.

    http://social.microsoft.com/Forums/en-US/b86978d8-c0ee-46fb-8df8-5c5d25089c32/run-report-is-not-coming-in-crm-2013-for-order-form-page?forum=crm

    Please vote as helpful and mark as an answer if this post helps.


    Ajay Chawla


    • Edited by Ajay Chawla Friday, January 17, 2014 10:19 AM similar post.
    • Proposed as answer by Ajay Chawla Tuesday, January 28, 2014 6:04 AM
    • Marked as answer by Andrew Pleasants Monday, February 17, 2014 4:14 PM
    Friday, January 17, 2014 10:17 AM
  • In addition to this Microsoft have said they will be reinstating that button in Rollup 2
    Monday, February 17, 2014 4:14 PM