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Customer experience | Sales, Customer Insights,...
Suggested Answer

Missing Report option

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ReportReport
Posted on by 305

Hi all

I'm reading this article:

https://docs.microsoft.com/en-us/powerapps/user/create-report-with-wizard

It says I should go to the Reports section under Accounts. 

However we don't have Accounts, we have Customers, and I can't find a report option anywhere. 

2020_2D00_09_2D00_03-13_5F00_29_5F00_01_2D00_Microsoft-Dynamics-365-and-10-more-pages-_2D00_-Personal-_2D00_-Microsoft_0B20_-Edge.png

We do have the Run Report option under the various entities however. Should we see a dedicated Report section?

Olly

I have the same question (0)
  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    Since the document you are referencing is not for the Sales app, the sitemap will be different.

    You need to add the Report to the sitemap of Sales Hub.

    Go to Advanced Settings > Apps, open the Sales Hub in app designer.

    pastedimage1599138206228v1.png

    Edit the site map.

    pastedimage1599138252823v2.png

    Add a sub area under the Customer group, select the Report entity. Finally save and publish.

    pastedimage1599138333606v3.png

    pastedimage1599138419347v4.png

  • David Jennaway Profile Picture
    14,065 on at

    If you just want to create a report as a one-off, you can access the Reports via Advanced Find, and create a report from there, rather than adding Reports to the SiteMap

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