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run report crm 2013

Posted on 2014-03-20
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Last Modified: 2014-03-22
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.
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Question by:sunny-j
3 Comments
 
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Expert Comment

by:omgang
Comment Utility
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
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feridun earned 500 total points
Comment Utility
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
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Author Comment

by:sunny-j
Comment Utility
Its a custom workflow - this tool looks great so will see if it can be added this way, thanks again
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