{"id":14169,"date":"2017-03-31T11:08:02","date_gmt":"2017-03-31T11:08:02","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14169"},"modified":"2019-03-30T06:34:20","modified_gmt":"2019-03-30T06:34:20","slug":"remove-all-report-categories-option-from-reports-menu","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/","title":{"rendered":"Remove ‘All Report Categories’ option from Reports Menu"},"content":{"rendered":"

Sage CRM<\/a> provides Report functionality through which we can create simple as well as complex report in CRM. Report helps us in getting clear idea about ongoing work also.<\/p>\n

New Stuff:\u00a0<\/strong><\/em>Troubleshooting an error message of GUMU™ Integration \u2013 \u2018File does not exist\u2019<\/span><\/span><\/a><\/p>\n

In CRM, we have reports of different categories like Activity reports, Campaign, Customer Service, Sales etc. With all this categories there is one more option available as \u201cAll Report Categories<\/strong>\u201d, which holds all the categories listed above.<\/p>\n

For one of our client we created \u201cCustom Reports<\/strong>\u201d category which is having all the custom reports. He asked us to remove all the standard categories and keep only Custom Reports category. We removed all standard categories by navigating to Administration\u00a0->\u00a0Advanced Customization\u00a0->\u00a0System Menus -> ReportsTabGroup<\/strong>.
\nBut when we click on the Reports dropdown it was showing the \u201cCustom Reports<\/strong>\u201d and \u201cAll Report Categories<\/strong>\u201d options in it. And after clicking on \u201cAll Report Categories<\/strong>\u201d options it was showing \u201cCustom Reports<\/strong>\u201d category in it. This seemed to be an unnecessary addition to the list since we had only one Custom reports category made available for client. So, we decided to remove the \u201cAll Report Categories<\/strong>\u201d option. To do the same we followed below steps.<\/p>\n

1.<\/strong> Navigate to \u201cC:\\Program Files (x86)\\Sage\\CRM\\<CRM Instance>\\WWWRoot\\js\\crm\\WebTriPage.js\u201d.
\n2.<\/strong> Find out \u201cLoadComplete:function(editname)\u201d function.
\n3.<\/strong> In the above function put the below code:<\/p>\n

if($(“#sub-menu-AllReportCategories”))
\n$(“a#sub-menu-AllReportCategories”).hide();<\/p>\n

Below is the screenshot for the same.
\n\"\"<\/a>About Us<\/strong><\/span>
\nGreytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM provides Report functionality through which we can create simple as well as complex report in CRM. Report helps us in getting clear idea about ongoing work also. New Stuff:\u00a0Troubleshooting an error message of GUMU™ Integration \u2013 \u2018File does not exist\u2019 In CRM, we have reports of different categories like Activity reports, Campaign, Customer\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":[200,317,332,342],"tags":[546,873,1369,1928,2105],"class_list":["post-14169","post","type-post","status-publish","format-standard","hentry","category-javascript-sage-crm","category-report","category-sage-crm","category-sage-crm7-3","tag-all-report-categories","tag-custom-reportrs","tag-how-to-remove-all-reports-option-from-reports-menu","tag-reports","tag-sage-crm-reports"],"yoast_head":"\nRemove 'All Report Categories' option from Reports Menu - 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\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Remove 'All Report Categories' option from Reports Menu - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM provides Report functionality through which we can create simple as well as complex report in CRM. Report helps us in getting clear idea about ongoing work also. New Stuff:\u00a0Troubleshooting an error message of GUMU™ Integration \u2013 \u2018File does not exist\u2019 In CRM, we have reports of different categories like Activity reports, Campaign, Customer\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2017-03-31T11:08:02+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-03-30T06:34:20+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/Report1-1024x149.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=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/\",\"name\":\"Remove 'All Report Categories' option from Reports Menu - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/Report1-1024x149.jpg\",\"datePublished\":\"2017-03-31T11:08:02+00:00\",\"dateModified\":\"2019-03-30T06:34:20+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/Report1-1024x149.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/Report1-1024x149.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Remove ‘All Report Categories’ option from Reports Menu\"}]},{\"@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":"Remove 'All Report Categories' option from Reports Menu - 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\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/","og_locale":"en_US","og_type":"article","og_title":"Remove 'All Report Categories' option from Reports Menu - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Sage CRM provides Report functionality through which we can create simple as well as complex report in CRM. Report helps us in getting clear idea about ongoing work also. New Stuff:\u00a0Troubleshooting an error message of GUMU™ Integration \u2013 \u2018File does not exist\u2019 In CRM, we have reports of different categories like Activity reports, Campaign, Customer\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2017-03-31T11:08:02+00:00","article_modified_time":"2019-03-30T06:34:20+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/Report1-1024x149.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/","name":"Remove 'All Report Categories' option from Reports Menu - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/Report1-1024x149.jpg","datePublished":"2017-03-31T11:08:02+00:00","dateModified":"2019-03-30T06:34:20+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/Report1-1024x149.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/Report1-1024x149.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/remove-all-report-categories-option-from-reports-menu\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Remove ‘All Report Categories’ option from Reports Menu"}]},{"@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\/14169","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=14169"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/14169\/revisions"}],"predecessor-version":[{"id":21886,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/14169\/revisions\/21886"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=14169"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=14169"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=14169"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}