I have created a report using multiple entities. IS there a place to edit the outcome, and remove the entity they are coming from that is in the ()
Example.. it says Client (Order)
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Thanks. I found the action button. I was looking in CRM - the reports page.. found it in the customization screen
Our system has a lt of customization so we dont use lot OOB features. I am looking in the ribbon to see if it was hidden. Any idea what entity the Reports would be conntected to
I have gone thru 4/5 of 30 and havent found it
If somebody played around with Ribbon workbench thats possible. You could create a solution which contains the report entity, open it in the Ribbon Workbench and check if there are Hide actions for that entity.
if you want to hide some menu items, it would be better to add display rules based on entity privileges.
Yes I am a system admin. wonder if that view got removed in the ribbon workbench...
Yeah, in my crm 2016 I dont have an action button to click and export :)
Sorry, I forgot to add the link ...:
burnignorance.com/.../set-user-defined-columns-header-in-crm-4
You need to go to the reports area. Then select your report and click on edit. Then click on actions and download report. After your done. You can upload the report there again by choosing create from existing file
Hth Thomas
Thanks for the reply.. I know how to export some items from CRM, but no clue where to export/import a rdl file
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