• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 565
  • Last Modified:

run report crm 2013

Greetings Experts,

Within Crm 2013 we have noticed that the run report link/icon is not where it normally is so we can't now run a custom report (for us an invoice) where we have the link. Any suggestions on a workaround.
thanks. Hugo.
1 Solution
omgangIT ManagerCommented:
You may be able to customize the Navigation bar to add the functionality.  With our recent migration to CRM 2013 online the Marketing option disappeared from the Navigation bar and I had to add it back (got default Navigation bar xml from Microsoft site and used it to add back the section specific to Marketing).

A quicker, probably easier, solution is to create and share a custom dashboard that includes a list of available reports.

Create a new dashboard, in one of the sections add/create a List.  Select Reports as the record type.  Share the dashboard with the appropriate org, group, etc.

OM Gang
Feridun KadirPrincipal ConsultantCommented:
Where did you run reports from?  You can still get at reports with certain areas.

For customizing the navigation bar I recommend this tool http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx
sunny-jAuthor Commented:
Its a custom workflow - this tool looks great so will see if it can be added this way, thanks again
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Featured Post

Free Tool: ZipGrep

ZipGrep is a utility that can list and search zip (.war, .ear, .jar, etc) archives for text patterns, without the need to extract the archive's contents.

One of a set of tools we're offering as a way to say thank you for being a part of the community.

Tackle projects and never again get stuck behind a technical roadblock.
Join Now