Run Report button in the Accounts ribbon has some options missing - Urgent

Question

Run Report button in the Accounts ribbon is not showing all the options.

Under “Run on Selected Records” few options are missing “Account Overview”, “Account Summary”. (Below image)

Neither available in the List View (HomePage Grid) nor inside the account form. Even though i am System Admin.

How can i get it back, Users are getting frustrated by navigating to reports and then choose the Reports and then add criteria. I checked with CRM online and i found that if i select one record and then click the Run Report button the drop down comes with categorical options, and i can see the missing reports which is missing in CRM On-permises .

Please help on getting them back. Urgent.

Thanks.

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Puneet Joshi - Dynamics CRM Developer

Answer 1

Check to make sure that the Report(s) are configured to show up in the Form and/or Grid:

1. Click on the Report in the Report section
2. Click on the Edit button
3. Ensure that 'Display In' contains 'Forms for related record types' and 'Lists for related record types'

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--pogo (pat) @ pogo69.wordpress.com

Answer 2

Perfect!

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Puneet Joshi - Dynamics CRM Developer