1 Reply Latest reply on Apr 9, 2013 1:35 PM by MKH-OC

    creating forecaste page with updates and mapping through new weblink

    745262
      I am new to crm.
      I have a requirement where i have to create a new web-link in forecast main page and have to redirect to customized forecast summary report page through that web-link.

      Can any one please suggest below information.
      1. How to create a new summary report which is a replica of the existing one and deploy.
      2. How to create a web-link and redirect to the newly created one.

      Please suggest me.


      Thanks,
      Vijay G
        • 1. Re: creating forecaste page with updates and mapping through new weblink
          MKH-OC
          You cannot modify the Forecast page. You will have to create a new web tab and place your custom report on it.

          To create the Report:
          Reports/Design Analyses/Forecast reporting area. Select the fields you want to be displayed, remove the Title View and save the Report in a shared folder.

          To create the Webtab:
          Admin/Application Customization/Custom Web Tab/New
          Name the tab
          Type = URL
          To get the URL for the report, run the report then right click and select Properties, then copy the URL from there

          Add the Web Tab to the appropriate Roles

          When you click the New tab, your report will be displayed

          Hope this helps!