Dynamics 365 Reports Not Editable

(1) Share

Report

Posted on by DO-13060804-0

A few weeks ago, I was able to edit the report and now whenever I click on the edit button, it takes me to the Report Viewer Page instead of the pop up window. The workaround I got at the moment is to delete the report and then add the updated report.

Is there a setting that I should be changing? Is it a security role issue? Any insight would be greatly appreciated.

I have the same question (0)

All responses (8)

Answers (0)

Dengliang Li Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi,

You can click the File button in the upper left corner to enter the editing interface.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

Was this reply helpful? Yes No
DO-13060804-0 10 on at

Like (0)

Report
Copy link

Link copied!

Hi @DengLiang

Thank you for the quick reply. I get the following options when I click on file. As you can see, I don't get the report wizard.

Was this reply helpful? Yes No
Dengliang Li Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi,

Only custom created reports have the Report Wizard option.
System created reports do not have the Report Wizard option.

For reports created by the system, you can go to Advanced Settings->Customization->Reports Component->Click a report to edit it.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

Was this reply helpful? Yes No
DO-13060804-0 10 on at

Like (0)

Report
Copy link

Link copied!

Hello @Dengliang

Thank you for your reply. Unfortunately, the custom reports that I have created don't have the report wizard option visible when I click on "File" on the Report Filter Page.

However, I was able to go to the advance settings to modify the system created reports.

Is there a setting within a role that needs to be set for the report table to allow me to see the report wizard option for custom reports?

Thank you for your help so far.

Was this reply helpful? Yes No
CP-03071506-0 2 on at

Like (0)

Report
Copy link

Link copied!

You can still get to the previous edit window by using the old advanced find.

Was this reply helpful? Yes No
DO-13060804-0 10 on at

Like (0)

Report
Copy link

Link copied!

Hi CP-03071506-0

Thanks for the tip. I tried it out and no cigar. See screen shot.

Was this reply helpful? Yes No
TT-04071226-0 7 on at

Like (0)

Report
Copy link

Link copied!

We have seen the same in the last weeks at several customers. We did not log a MS support ticket, because of easy workarounds. It is, however, a MS issue. It opens the viewer page instead of the edit page. Workarounds are: Go to your App selector and select the legacy WEB app. There the edit works fine. If you do not see the WEB app, you need to look in to your settings to enable it. Second workaround: Open the "Edit" report and modify the URL. Replace /viewer/viewer with /reportproperty and hit enter.

It seems to be a bug that opens the viewer instead of the editor.

Was this reply helpful? Yes No
DO-13060804-0 10 on at

Like (0)

Report
Copy link

Link copied!

Thanks TT-04071226-0!!!

I changed the URL and that work.

For those looking at this in the future, I have been told from my Vendor, who raised a support ticket, that this is a MS Issue and that this will be resolved by the end of July 2024.

Was this reply helpful? Yes No