Link to home
Start Free TrialLog in
Avatar of sunny-j
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.
Avatar of omgang
omgang
Flag of United States of America image

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
ASKER CERTIFIED SOLUTION
Avatar of Feridun Kadir
Feridun Kadir
Flag of United Kingdom of Great Britain and Northern Ireland image

Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
Avatar of sunny-j
sunny-j

ASKER

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