Setting Global Configuration Settings

You have seen how to configure report templates. You can set the default configuration settings for Click2Export in Click2Export Configuration. These are the settings that are applicable to all reports by default. If you want to personalize the report you have to go to that particular CRM Report Template and make changes accordingly.

The below image shows the UI of Click2Export Configuration Tab.

The six configuration options you saw in Configuration are as follows:

Allow Multiple Templates

This option allows you to decide whether you want to allow users to create more than one CRM Report Template for a single report.

By default it is set as YES.

Allow Individual Report Templates

This option allows you to decide whether CRM Report Templates can be created for Individual reports i.e. reports where viewable by is set as Individual.

By default it is set as NO.

Default File Format

PDF, Excel, Word, CSV and TIFF are the various options that can be chosen accordingly for exporting. By default with the solution it is set as PDF. With this option you can decide the default format in which the report would be exported.

Allow Word Templates

This option will allow the user to create the new CRM Report Template for word document templates.

By default it is set as Yes.

Allow Individual Word Templates

This option allows you to decide whether CRM Report Templates can be created for Individual/Personal word template.

By default it is set as NO.

Run As

This option defines the user who has set credentials to generate token for SSRS/Word Template scheduling.

 

Note: Once a CRM Report Template is created, it is accessible to all users in the organization and anybody can export that report. In order to upload Report to SharePoint you have to configure SharePoint details. So set these values accordingly.

Setting Global Configuration Settings

SharePoint Details: User needs to fill the relevant details of the logged in user so as to make the option available of uploading the exported file on their SharePoint.

The 3 options you have in SharePoint Details are as follows –

User Name: The user name credential detail of the Dynamics 365 environment.

Password: Password credential detail of the Dynamics 365 which gets encrypted.

Overwrite File: If it is set to Yes then already existing file on SharePoint would be overwritten by current file otherwise the file name will be appended with the current date and time.

By setting values as per your preference, you can define the exporting process globally. This saves your time as you do not have to define the settings every time. You can export reports after configuration for offline consumption.

In case you have not downloaded the solution yet here is the Website and Microsoft AppSource link for it. For any query, suggestion or demo mail at crm@inogic.com