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Microsoft Dynamics CRM (Archived)

Custom report not appearing in report list

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ReportReport
Posted on by

Dear all,

I have published a new report and sub report in order to be used in Sales/Invoice area of the CRM, but for some reason that I do not know my report is not visible in the Run on Current record section of my selected Invoice.

I have done other reports which appears correctly but this one not

Any idea ?

regards

serge 

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I have the same question (0)
  • Verified answer
    Guido Preite Profile Picture
    54,086 Moderator on at

    you need to change the settings where you report is displayed

  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at

    Hi Serge,

    There are 2 things you need to check first

    1. The report display area, have you set to the form or list area

    2. The related entity, have you set to Invoice?

    If you have set them but you still cannot see the report as current record report to run

    Can you check is the report available in run report as all record in the invoice?

    If yes, then probably you havent set pre filtering report to run by selected record only in your report. Then I can tell you further about this.

    Hope this helps,

    Thanks!

  • Community Member Profile Picture
    on at

    Arg... the report was set to List instead of form..

    Thanks to both of you

  • Suggested answer
    Vipin J Profile Picture
    1,603 on at

    https://vjcity.blogspot.com/2019/07/reports-missing-for-certain-users-in.html

    If report is missing for certain user, then refer here.

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