{"id":13176,"date":"2016-09-06T11:32:12","date_gmt":"2016-09-06T11:32:12","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=13176"},"modified":"2016-09-06T11:32:12","modified_gmt":"2016-09-06T11:32:12","slug":"adding-report-button-on-opportunity-pipeline-using-javascript","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/09\/06\/adding-report-button-on-opportunity-pipeline-using-javascript\/","title":{"rendered":"Adding Report Button on Opportunity Pipeline using JAVASCRIPT"},"content":{"rendered":"

As, we all are familiar with the Reports module provided by SAGE CRM<\/a>. We can fetch the required report by navigating to respective Report Category. \u00a0Here, I will explain how we can run a report that is regularly in use without navigating to Report Category and finding the same all over.<\/p>\n

New Stuff:\u00a0<\/em><\/strong>Setting Time Zone configurations in Sage CRM at user level as well as at system level<\/a><\/span><\/span><\/p>\n

We can achieve this with the help of Report ID which needs to be a part of JAVASCRIPT<\/strong> code. Consider an example of Opportunity Pipeline screen on MY CRM. <\/strong>We can provide a button which will extract a particular report in pdf format.<\/p>\n

Step 1:<\/strong>
\n1. Navigate to Administration | Advanced Customization | Button Groups<\/strong>.
\n2. Create new button group and add a button in that as shown in the below screenshots.<\/p>\n

\"IMG01\"<\/a><\/p>\n

\u00a0\"IMG02\"<\/a><\/p>\n

Step 2:<\/strong>
\nPut the following code in your Custom Page and call the RunReport() function in On Load event function.
\nfunction RunReport()<\/em>
\n{<\/em>
\n var strPath = document.URL;<\/em>
\n var arrayApp = strPath.split(“\/Do?”);<\/em>
\n var intReportID = 78 \/\/ ID for \u201cCurrently Open Opportunities\u201d report<\/em>
\n var intReportAction = 1411;<\/em>
\n var strDestination = “Adobe”;<\/em>
\n var strURL = arrayApp[0] +”\/Do?SID=”+GetKeyValue(“SID”)+”&Act=”;<\/em>
\n strURL += intReportAction+GetKeys()+”&Key41=”+intReportID+”&FlgNewWindow= True&Destination=”;<\/em>
\n strURL += strDestination+”&PageSize=210×297&Orientation=Landscape”;<\/em>
\n popUp(strURL);<\/em>
\n}<\/em>
\nfunction GetKeyValue(querystringname)<\/em>
\n{<\/em>
\n var strPath = window.location.search.substring(1);<\/em>
\n var arrayKeys = strPath.split(“&”);<\/em>
\n for (var i=0;i<arrayKeys.length;i++)<\/em>
\n {<\/em>
\n var arrayValue = arrayKeys[i].split(“=”);<\/em>
\n if (arrayValue[0].toLowerCase()== querystringname.toLowerCase())<\/em>
\n {<\/em>
\n return arrayValue[1];<\/em>
\n }<\/em>
\n }<\/em>
\n return “”;<\/em>
\n}<\/em>
\nfunction popUp(URL) <\/em>
\n{<\/em>
\n day = new Date();<\/em>
\n id = day.getTime();<\/em>
\n window.open(URL, id , ‘toolbar=0 , scrollbars=0, location=0, statusbar=0, menubar=0 , resizable=0, width=600, height=400, left = 340, top = 200’);<\/em>
\n}<\/em>
\nStep 3:<\/strong>
\nPut Custom Page path in Custom Content box of \u201cOpportunity Grid\u201d.
\nStep 4:<\/strong>
\nMove to Opportunity Pipeline, you will able to see the \u201cReport\u201d button. On clicking the same, the report i.e. My Currently Open Opportunities will open in pop-up window with pdf format.<\/p>\n

\"IMG03\"<\/a><\/p>\n

\"IMG04\"<\/a><\/p>\n

Also Read:<\/strong><\/em><\/span>
\n1.<\/strong> Display Report Chart and Grid on same page<\/a>
\n2.<\/strong> How to set the background Color of Fusion Chart Report<\/a>
\n3.<\/strong> How to Edit Summary Report<\/a>
\n4.<\/strong> Hiding Report Category for Specific Time <\/a>
\n5.<\/strong> Access Rights to create new Reports in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

As, we all are familiar with the Reports module provided by SAGE CRM. We can fetch the required report by navigating to respective Report Category. \u00a0Here, I will explain how we can run a report that is regularly in use without navigating to Report Category and finding the same all over. New Stuff:\u00a0Setting Time Zone\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[46,137,287,317,332,1],"tags":[1711,1775,1920,1921,1922],"class_list":["post-13176","post","type-post","status-publish","format-standard","hentry","category-button-sage-crm","category-entity","category-pipeline-sage-crm","category-report","category-sage-crm","category-uncategorized","tag-opportunity-pipeline","tag-pipeline","tag-report","tag-report-button","tag-report-button-on-pipeline"],"yoast_head":"\nAdding Report Button on Opportunity Pipeline using JAVASCRIPT - 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\/09\/06\/adding-report-button-on-opportunity-pipeline-using-javascript\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding Report Button on Opportunity Pipeline using JAVASCRIPT - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As, we all are familiar with the Reports module provided by SAGE CRM. We can fetch the required report by navigating to respective Report Category. \u00a0Here, I will explain how we can run a report that is regularly in use without navigating to Report Category and finding the same all over. 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