Reports for opportunity not showing in form
Question
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So I have 2 custom reports that run on opportunities, both are set to the following:
The issue is that these reports show just fine in list view, but when I open an opportunity form the 'run report' option is not there (I know about the show more options, but its not there either).
Can anyone throw me an idea here as to why the reports dont show up, users need to run the report from the form.
Answers
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Hi,
CRM2013 hides buttons such as this one by default in order to de-clutter the user interface for most users - if you need this button you will need to use the Ribbon Workbench to customise your system and bring it back. Instructions can be found here -http://ribbonworkbench.uservoice.com/knowledgebase/articles/235292-restore-a-button-that-has-been-removed-from-the-cr
Hope this helps,
Scott
Scott Durow
Blog www.develop1.net
Follow Me
Rockstar365
If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"- Proposed as answer by Scott Durow (MVP)MVP, Editor Friday, February 7, 2014 1:53 PM
- Marked as answer by JLattimerMVP, Moderator Monday, February 10, 2014 1:43 PM
All replies
-
Hi,
CRM2013 hides buttons such as this one by default in order to de-clutter the user interface for most users - if you need this button you will need to use the Ribbon Workbench to customise your system and bring it back. Instructions can be found here -http://ribbonworkbench.uservoice.com/knowledgebase/articles/235292-restore-a-button-that-has-been-removed-from-the-cr
Hope this helps,
Scott
Scott Durow
Blog www.develop1.netFollow Me
Rockstar365
If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"- Proposed as answer by Scott Durow (MVP)MVP, Editor Friday, February 7, 2014 1:53 PM
- Marked as answer by JLattimerMVP, Moderator Monday, February 10, 2014 1:43 PM
