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How to add "RunReport"(out of box) button on Ribbon? RRS feed

  • Question

  • Hi

    Currently I don't have "RunReport" button on Entity Ribbon.

    Is there any changes to be made in 'customization.xml" for that entity to add "RunReport" button.

    Can You please share tags/properties to be configured into "customization.xml" for that entity solution.


    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Thursday, October 24, 2013 5:39 AM

All replies

  • Hi,

    'Run Reports' button appears on most CRM entities on their ribbon by default. Exceptions are Article and Email Templates etc. It appears by default on ribbon of Custom entities as well. Is your entity as custom entity or a CRM built in entity? If you have changed ribbon of your entity earlier, then there is a chance that you might have remove 'Run Reports' button from ribbon file? Here is a ribbon editor that you can use to edit/add/remove buttons from ribbon without playing with ribbon xml files. http://ribboneditor.codeplex.com/


    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful" Thanks, Imran Abbasi

    Thursday, October 24, 2013 6:01 AM
  • Hi Imran,

    I also think that there is a chance that might have removed 'Run Reports' button from ribbon file.

    Is there any way apart from RibbonEditor to add that "RunReport" button to the Ribbon


    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Thursday, October 24, 2013 6:07 AM
  • Hi,

    I think you are missing following piece from your entity ribbon xml file.  If you have 'Run Report' button on any entity in your CRM then you can use that entity ribbon xml as a template and copy/paste the missing piece to your entity where you are missing 'Run Report' button. Here is how you can export the ribbon files for your entities, modify them and then import them back into CRM.

    http://garethtuckercrm.com/2011/12/14/how-to-view-ribbon-definitions-in-crm-2011/

    http://mahenderpal.wordpress.com/2011/08/08/step-by-step-extending-ms-crm-2011-ribbon-part-1/ 

    <Group Id="Mscrm.HomepageGrid.email.MainTab.ExportData" Command="Mscrm.Enabled" Sequence="50" Title="$Resources:Ribbon.HomepageGrid.MainTab.ExportData" Image32by32Popup="/_imgs/ribbon/runreport32.png" Template="Mscrm.Templates.Flexible3">
                    <Controls Id="Mscrm.HomepageGrid.email.MainTab.ExportData.Controls">
                      <FlyoutAnchor Id="Mscrm.HomepageGrid.email.RunReport" ToolTipTitle="$Resources:Ribbon.HomepageGrid.Data.Report.RunReport" ToolTipDescription="$Resources:Ribbon.Tooltip.RunReport" Command="Mscrm.ReportMenu.Grid" PopulateDynamically="true" PopulateOnlyOnce="false" PopulateQueryCommand="Mscrm.ReportsMenu.Populate.Grid" Sequence="30" LabelText="$Resources:Ribbon.HomepageGrid.Data.Report.RunReport" Alt="$Resources:Ribbon.HomepageGrid.Data.Report.RunReport" Image16by16="/_imgs/ribbon/RunReport_16.png" Image32by32="/_imgs/ribbon/runreport32.png" TemplateAlias="o1" />
                      <Button Id="Mscrm.HomepageGrid.email.ExportToExcel" ToolTipTitle="$Resources:Ribbon.HomepageGrid.Data.Export.ExportToExcel" ToolTipDescription="$Resources:Ribbon.Tooltip.ExportToExcel" Command="Mscrm.ExportToExcel" Sequence="40" LabelText="$Resources:Ribbon.HomepageGrid.Data.Export.ExportToExcel" Alt="$Resources:Ribbon.HomepageGrid.Data.Export.ExportToExcel" Image16by16="/_imgs/ribbon/exporttoexcel16.png" Image32by32="/_imgs/ribbon/exporttoexcel32.png" TemplateAlias="o2" />
                      <SplitButton Id="Mscrm.HomepageGrid.email.Import" ToolTipTitle="$Resources:Mscrm_BasicHomeTab_Tools_ImportData_ToolTipTitle" ToolTipDescription="$Resources:Ribbon.Tooltip.ImportDataSplitButton" Command="Mscrm.ImportDataSplitButton" Sequence="50" LabelText="$Resources:Ribbon.Jewel.ImportData" Alt="$Resources:Ribbon.Jewel.ImportData" Image16by16="/_imgs/ribbon/Import16.png" Image32by32="/_imgs/ribbon/importdata32.png" TemplateAlias="o1">
                        <Menu Id="Mscrm.HomepageGrid.email.Import.Menu">
                          <MenuSection Id="Mscrm.HomepageGrid.email.Import.MenuSection" Sequence="10" DisplayMode="Menu16">
                            <Controls Id="Mscrm.HomepageGrid.email.Import.Controls">
                              <Button Id="Mscrm.HomepageGrid.email.ImportData" ToolTipTitle="$Resources:Mscrm_BasicHomeTab_Tools_ImportData_ToolTipTitle" ToolTipDescription="$Resources:Mscrm_BasicHomeTab_Tools_ImportData_ToolTipDescription" Command="Mscrm.ImportData" Sequence="10" LabelText="$Resources:Ribbon.Jewel.ImportData" Alt="$Resources:Ribbon.Jewel.ImportData" Image16by16="/_imgs/ribbon/ImportData_16.png" Image32by32="/_imgs/ribbon/importdata32.png" />
                              <Button Id="Mscrm.HomepageGrid.email.ExportTemplate" ToolTipTitle="$Resources:Ribbon.HomepageGrid.Data.Export.ExportDataTemplate" ToolTipDescription="$Resources(EntityDisplayName):Ribbon.Tooltip.ExportDataTemplate" Command="Mscrm.ExportDataTemplate" Sequence="20" LabelText="$Resources:Ribbon.HomepageGrid.Data.Export.ExportDataTemplate" Alt="$Resources:Ribbon.HomepageGrid.Data.Export.ExportDataTemplate" Image16by16="/_imgs/ribbon/ExportTemplate_16.png" Image32by32="/_imgs/ribbon/ExportTemplate_32.png" />
                            </Controls>
                          </MenuSection>
                        </Menu>
                      </SplitButton>
                      <ToggleButton Id="Mscrm.HomepageGrid.email.MainFilters" ToolTipTitle="$Resources:Ribbon.HomepageGrid.Data.Filters.Filters" ToolTipDescription="$Resources:Ribbon.Tooltip.Filters" Command="Mscrm.Filters" QueryCommand="Mscrm.Filters.Query" Sequence="60" LabelText="$Resources:Ribbon.HomepageGrid.Data.Filters.Filters" Alt="$Resources:Ribbon.HomepageGrid.Data.Filters.FiltersToolTip" Image16by16="/_imgs/ribbon/filter16.png" Image32by32="/_imgs/ribbon/filter32.png" TemplateAlias="o2" />
                      <Button Id="Mscrm.HomepageGrid.email.AdvancedFind" Command="Mscrm.OpenGridAdvancedFind" Sequence="70" LabelText="$Resources:Ribbon.HomepageGrid.MainTab.Find.AdvancedFind" ToolTipTitle="$Resources:Ribbon.HomepageGrid.MainTab.Find.AdvancedFind" ToolTipDescription="$Resources:Ribbon.HomepageGrid.AdvancedFind.TooltipDescription" Alt="$Resources:Ribbon.HomepageGrid.MainTab.Find.AdvancedFind" Image16by16="/_imgs/ribbon/AdvancedFind_16.png" Image32by32="/_imgs/ribbon/advancedfind32.png" TemplateAlias="o3" />
                    </Controls>
                  </Group>

    Best of Luck !!!!!


    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful" Thanks, Imran Abbasi


    Thursday, October 24, 2013 8:39 AM
  • Hi

    You can use the listed tool to add button to ribbon. Regarding the functionality, you can get some ideas from the following link

    http://rajeevpentyala.wordpress.com/2012/04/10/opening-a-report-using-ribbon-button-in-crm-2011/

    Jaimie

    Thursday, October 24, 2013 12:33 PM