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Home arrow InterAction CRM Software Componentsarrow Web Clientarrow Making reports available on the Web Client

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November 21, 2008, 12:36:10 am
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Author Topic: Making reports available on the Web Client  (Read 1871 times)
Marty
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« on: March 19, 2007, 01:13:43 pm »
Hello,

Does anyone know how to make reports available in the web client?  I created a report in the windows client, and want it to be available to our users when they click View Reports on the contact screen in the web client.  It has all of the standard reports, but not the new ones I created.

I have tried it a few times and it hasn't been working.  Ideas???

Marty
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artmauck
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« Reply #1 on: June 26, 2008, 05:08:31 pm »
If you're using 5.5, try this:

From the Windows Client, choose Tools - Reports and then click on the Mange Reports button.
Find the report you want (but can't see) in the Web Client and click on Edit.
On the Security tab, near the bottom, under "Accessible from" - make sure that the "Display in the Web Client" box is checked, and that the "Don't show this to users yet. (Inactive)" box is unchecked.

I'm pretty sure that 5.6 is close to the same screens/choices, but maybe someone else can back me up on that.
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