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hello, I created the smartils reports that the user needs and when i try to add them to the reports homepage, i do not see the option that says my reports.
thank you
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thank you very much, I think I found my problem.
what happened is, that this user logs into 2 different companies, and when I modified the smartlists, I should do them visible to the user ID, which I did, but my mistake was to do reminder and reports at the same time, because the user was able to open the company where I created the report and reminder, but unable to open the other company, and it was because the second company was trying to look for the reminder that is in a different database.
I will look into it and get back with results.
thank you
You can't add reports this way to other users.. only to your own 'MyReports' home page pane..
Read those threads on the how to : community.dynamics.com/.../141991
community.dynamics.com/.../4538
gp2themax.blogspot.ca/.../how-do-we-add-new-reports-to-my-reports_20.html
or check this video from Amber Bell : www.youtube.com/watch
This is the KB article from MS on the topic : support.microsoft.com/.../how-to-add-remove-a-smartlist-report-from-my-reports-on-the-home-page-
Hi, thank you for your help
this is an existing SL that I modified, only the search definitions and made it visible to the company.
when i tey to add them manually, i can find them and select them, but after that, I still do not see them in the home page.
Hi Virgilio,
How did you create that smarlist ? with SL Designer or SL Builder ? or is it simply an existing SL that you modified to add new columns/filters ? depending on the answer, the actions may differ to make it visible to other users..
Add your Smart list to smartlist favorite and it will be shown in my report list.
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