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 ).