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Microsoft Dynamics CRM (Archived)

Reports unavailable on related view

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ReportReport
Posted on by 231

Hello community,

I hope someone will be able to help me out here - we've started configuring reports in Dynamics CRM, and on our first attempts (using the in-built wizard) we managed to offer the Reports exactly where we needed them, but for some reason we're unable to reproduce this with either new wizard-built reports as well as with more advanced reports (that we built using a wizard-built report, modified externally to fit our visual/CI requirements, then reimported them)

Scenario:

1)Sales Orders (msdyn_salesorder) have a subgrid showing related Work Order Services (msdyn_workorderservice).
The user maximizes the subgrid, which then shows the regular controls up top - including the button for Reports. But it does not offer our reports.

2) Going straight to the Work Order Services table, the Reports button lists all the reports we created for that entity - as it should.

Is there a specific configuration in the report required to allow it to show up in the "maximized" subgrid?

Bonus question: Is it possible to remove the option to run a report on ALL records of that entity? It always came up as the default option, and it's the worst option available from the three options offered (as it completely removes the filtering ).

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I have the same question (0)
  • Jarrod Williams Profile Picture
    1,747 on at

    What you are looking for here is when you Edit the report within CRM at the bottom of the form, there is Display in.  There are three options and the report you are working on likely only has one or two selected.  Likely is missing Lists for related record types.  

    As far as your bonus question goes:  Kind of.  A report will show up in the run against all records if the report has been set, within the report record inside CRM to be available on a type of list or form for a specific record type.  It will show up as run against selected records if, when the report is imported into CRM, the system finds the markers within the report for Pre-Filtering.  

  • DK-25061434-0 Profile Picture
    231 on at

    I know of the three options, and I've set them up in pretty much any sensible configuration I could think of, to no avail.

    Right now it's set (loosely translated from German):

    Category = Service Reports; Administrator Reports, Marketing Reports, Sales Reports

    Related Entity Types = Work Order Services; Sales Orders

    Show in = Area for Reports; Forms for related Entity Types; Lists for related Entity Types (mean all three options are enabled)

    It does show up when I navigate to Work Order Services by hand, but the report does not show up if I'm accessing the WOS entity from within a Sales Order record as a List of related Records.

    ---

    Not sure the bonus question translated well enough: What I meant is that when you run a report from a List, you're presented with 2 to 3 choices to run the report on:

    * all applicable records

    * the selected records (This only appears if you actually have records selected, and only if you haven't selected ALL records anyway)

    * all records on all pages of the current view

    naturally you'd want to run the report on the later two options about 99% of the time, especially considering that "all applicable records" includes records not shown in the list. For example, when doing this on a related list, you'd always want to only run the report on all the Work Order Services that are actually related to the Sales Order you're currently working with. "All applicable records" however even ignores that filter, therefore it reports on ALL Work Order Services that exist. "All records on all pages of the current view" does exactly what we want, running the report only on the related records of the Sales Order, so we would like for it to be the default option.

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