Hi Community,
I have some issues with context sensitive reports. The reports are not listed under the "Run on Current Record" List. I have created multiple trivial reports. For some entites the reports is listed under "Run on Current Record" and for some Entites the Report section is not visible because no Report is available which works directly on the current record.
I have added "Lists for related record types" in the "Display In" Option. I can then run the Report for a single Invoice on the specific record.
The FetchXML queries are trivial too.
f.e.:
Lead (working)
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"><entity name="lead" enableprefiltering='true' prefilterparametername='lead'><attribute name="fullname" /><attribute name="companyname" /><attribute name="telephone1" /><attribute name="leadid" /><order attribute="fullname" descending="false" /></entity></fetch>
Invoice (not working)
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"><entity name="invoice" enableprefiltering='true' prefilterparametername='invoice'><attribute name="name" /><attribute name="customerid" /><attribute name="statuscode" /><attribute name="totalamount" /><attribute name="invoiceid" /><order attribute="name" descending="false" /></entity></fetch>
I have imported the invoice report into a CRM 2011 Environment. The Report is available from the "Run on Current Record" List.
The same record is not listed under CRM 2013 (On-Premise/Online).
Can someone confirm the issue or have a good hint?
I have also changed enableprefiltering='true" to enableprefiltering='1' but it doesn't help.
with best regards,
MartinTFG