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how to hide the "Report Filtering Criteria" when running the report RRS feed

  • Question

  • Hello All,

    I'm creating a CRM report, and the business user would like to hide the "Report Filtering Criteria" screen that appears by default when the report is run, any idea on how to do that?

    Thanks!
    Haipeng

    Friday, December 17, 2010 4:43 PM

Answers

All replies

  • Remove all "Related Record Types" from the report properties page ("Edit Report").  Be careful, however, as this may cause issues if the report uses Explicit Pre-filtering, and therefore expects parameters to be passed by the filter screen to determine which records to view.  You may need to download a copy of the report, modify the query to work without filters, and then overwrite the report with the modified report file.
    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com Please follow the forum guidelines when inquiring of the dedicated CRM community for assistance.
    Friday, December 17, 2010 5:09 PM
    Moderator
  • Hey David,

    Thanks a lot for the detailed reply!

    For now the report is uploaded to CRM without "related record types" but yes, it explicitly uses Pre-filtering, so as you indicated, this is the reason why the "Report Filtering Criteria" screen is showing. Later on I'll need to link the report to "related record types" as required by business user.

    Is there a way to have "related record types", and also use explicit pre-filtering, yet still have the "Report Filtering Criteria" screen turned off? sound liek asking too much! :) the reason is that 99% of the time the user will need to clear the criteria before running the report; or in this scenario, it's a feature that can't be turned off?

    Thanks!
    Haipeng. 

     

    Monday, December 20, 2010 4:54 PM
  • I don't know if you can circumvent the feature from the "report" list, since it opens the report in a specific way to present the filter selection; however, since the Explicit Pre-Filter variables contain a default value (which is just an open-ended query string for the entity to filter), the reports can be called up independently in an IFrame or from some other mechanism to open the report (say a link, or navigation item).  For an example on how this is accomplished, look at: http://blogs.msdn.com/b/ceibner/archive/2009/07/28/building-a-crm-4-0-report-that-will-be-accessed-via-an-iframe.aspx (this site basically shows how to publish a report for "external use", which is the supported way of working around the filter screen, as far as I'm aware).
    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com Please follow the forum guidelines when inquiring of the dedicated CRM community for assistance.
    Monday, December 20, 2010 5:32 PM
    Moderator
  • Hi David,

    Cool stuff! I'll try it out .

    Much appreciated!
    Haipeng.

    Monday, December 20, 2010 6:17 PM