{"id":12900,"date":"2016-06-08T08:56:21","date_gmt":"2016-06-08T08:56:21","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12900"},"modified":"2021-08-26T11:53:17","modified_gmt":"2021-08-26T11:53:17","slug":"hide-summary-report-button-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/","title":{"rendered":"Hide Summary Report Button in Sage CRM"},"content":{"rendered":"

As you all know, Summary Report button is available on all Standard entities like Company, Person, and Opportunity. You can view the summarized data of all these entities in one single screen in just one click.<\/p>\n

New Stuff<\/strong>: <\/em>Restrict access to certain entity with SQL conditions<\/span><\/a><\/span><\/p>\n

What if one doesn\u2019t want this button on the entity. Well, we can hide this button using client side script provided by Sage CRM<\/a>. But, there is one standard way to hide this button. Below are the steps for the same.<\/p>\n

1.<\/strong> Go to Administration -> E-mail and Documents -> Documents & Reports Configuration<\/strong>.
\n2.<\/strong> Set the \u201cSummary Reports Enabled\u201d<\/strong> field to No<\/strong> and save.<\/p>\n

\"Doc1\"<\/a><\/p>\n

After making above changes you can see that Summary Report button is not available on Company Summary screen.
\n\"Doc2\"<\/a>
\nAlso Read:<\/strong><\/em><\/span>
\n1.<\/strong> How to Edit Summary Report<\/a>
\n2.<\/strong> Add new fields to Summary report<\/a>
\n3.<\/strong> Redirecting to Custom Dot Net Summary Page from Report Column Hyperlink<\/a>
\n4.<\/strong> How to set the background Color of Fusion Chart Report<\/a>
\n5.<\/strong> Create Simple Sage CRM report to view Opportunities generated from Outbound Call list<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

As you all know, Summary Report button is available on all Standard entities like Company, Person, and Opportunity. You can view the summarized data of all these entities in one single screen in just one click. New Stuff: Restrict access to certain entity with SQL conditions What if one doesn\u2019t want this button on the entity.\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332,122,317,387,1],"tags":[638,1317,1321,1336,2366,2367],"class_list":["post-12900","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-document-sage-crm","category-report","category-summay","category-uncategorized","tag-button","tag-hide","tag-hide-button","tag-hide-summary-report-button","tag-summary-report","tag-summary-report-button"],"yoast_head":"\nHide Summary Report Button in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Hide Summary Report Button in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As you all know, Summary Report button is available on all Standard entities like Company, Person, and Opportunity. You can view the summarized data of all these entities in one single screen in just one click. New Stuff: Restrict access to certain entity with SQL conditions What if one doesn\u2019t want this button on the entity.\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2016-06-08T08:56:21+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-08-26T11:53:17+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Doc1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/\",\"name\":\"Hide Summary Report Button in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Doc1.jpg\",\"datePublished\":\"2016-06-08T08:56:21+00:00\",\"dateModified\":\"2021-08-26T11:53:17+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Doc1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Doc1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Hide Summary Report Button in Sage CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Hide Summary Report Button in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/","og_locale":"en_US","og_type":"article","og_title":"Hide Summary Report Button in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","og_description":"As you all know, Summary Report button is available on all Standard entities like Company, Person, and Opportunity. You can view the summarized data of all these entities in one single screen in just one click. New Stuff: Restrict access to certain entity with SQL conditions What if one doesn\u2019t want this button on the entity.\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2016-06-08T08:56:21+00:00","article_modified_time":"2021-08-26T11:53:17+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Doc1.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/","name":"Hide Summary Report Button in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Doc1.jpg","datePublished":"2016-06-08T08:56:21+00:00","dateModified":"2021-08-26T11:53:17+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Doc1.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Doc1.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/08\/hide-summary-report-button-in-sage-crm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Hide Summary Report Button in Sage CRM"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12900","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=12900"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12900\/revisions"}],"predecessor-version":[{"id":25730,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12900\/revisions\/25730"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=12900"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=12900"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=12900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}