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Former Member
May 14, 2010 at 12:54 PM

Display custom interactive report in CRM business role

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Hi,

we have successfully installed Best Practice C41- CRM 7.0 Interactive Reporting.

We 've discovered the possibility to create new interactive reports trough a webgui if you login with business role "Analytic Pro". This is a very nice and powerful application for the end user, but unfortunately the created report is not displayed in the selected business role (a link in the menu), although you must select a business role at the beginning of the webgui to create the custom interactive reporting.

Has anyone any experience with those custom Interactive Reports and do you have any idea how we can make the newly created reports available on other business user roles?

Regards,

Rutger