sunny-j
asked on
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.
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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Its a custom workflow - this tool looks great so will see if it can be added this way, thanks again
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