{"id":14635,"date":"2017-07-24T12:10:15","date_gmt":"2017-07-24T12:10:15","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14635"},"modified":"2017-07-24T12:10:15","modified_gmt":"2017-07-24T12:10:15","slug":"hide-reports-using-jquery-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/24\/hide-reports-using-jquery-in-sage-crm\/","title":{"rendered":"Hide Reports using jQuery in Sage CRM"},"content":{"rendered":"

Sage CRM<\/a> helps to manage Customer\u2019s critical Sales, Marketing and Service activities on daily basis. Whereas the Reports in Sage CRM<\/a> helps us to view the statistics of data entered in CRM in order to monitor and get an idea about the past or ongoing work; mainly used by the Management staff of an organization. There are different categories available in CRM to view the reports of different entities. But what if you need to restrict or hide some reports which are irrelevant to the Business process?
\nNew Stuff<\/strong>:<\/span>\u00a0<\/em>Creating View in Sage X3 and make it accessible through Web Services<\/a>
\nIn this blog, we will see that how we can hide the report in CRM using jQuery.
\nSuppose, you want to hide \u201cMy Communications by Type<\/strong>\u201d report from Communications Category.
\n\"\"<\/a>
\nFollow the below steps to hide the report.
\n1.<\/strong> Write the below code in the js file.
\ncrm.ready(function()
\n{
\nRemoveReport();
\n});
\nfunction RemoveReport()
\n{
\nvar TB=document.getElementsByClassName(“CONTENTGRID”);
\nif(TB)
\n{
\n$(“tr.reprow1″).each(function()
\n{
\nvar sReport =new String($(this).text());
\nif(sReport==”” || sReport==”undefined” || sReport==”NULL”)sReport=””;
\nif(sReport!=””)
\n{
\nif(sReport.indexOf(“My Communications by Type”)>=0)
\n{
\n$(this).remove();
\n}
\n}
\n});
\n$(“tr.reprow2″).each(function()
\n{
\nvar sReport =new String($(this).text());
\nif(sReport==”” || sReport==”undefined” || sReport==”NULL”)sReport=””;
\nif(sReport!=””)
\n{
\nif(sReport.indexOf(“My Communications by Type”)>=0)
\n{
\n$(this).remove();
\n}
\n}
\n});
\n}
\n}
\n2.<\/strong> Login to CRM.
\n3.<\/strong> Go to Reports<\/strong> -> Communications<\/strong> -> Call the JavaScript file in the filter screen available on the Reports Screen as mentioned below.
\n\"\"<\/a>
\n<script src=’..\/CustomPages\/Customer\/Reports.js’><\/SCRIPT><\/em>
\n4.<\/strong> Now, go to the Reports -> Communications<\/strong>. Remove the browser cookies and refresh the page. You can see that \u201cMy Communications by Type<\/strong>\u201d report is now unseen.
\n\"\"<\/a>
\nAlso Read<\/strong>:<\/em><\/span>
\n1.<\/strong> Remove \u2018All Report Categories\u2019 option from Reports Menu<\/a>
\n2.<\/strong> How to Remove Report Category from CRM?<\/a>
\n3.<\/strong> Hiding Report Category for Specific Time<\/a>
\n4.<\/strong> Display Distinctive Records in Reports<\/a>
\n5.<\/strong> Restrict Inactive Companies & Contacts when Adding a New Case<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM helps to manage Customer\u2019s critical Sales, Marketing and Service activities on daily basis. Whereas the Reports in Sage CRM helps us to view the statistics of data entered in CRM in order to monitor and get an idea about the past or ongoing work; mainly used by the Management staff of an organization.\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":[70,201,317,332,1],"tags":[1335,1475,2056,2105],"class_list":["post-14635","post","type-post","status-publish","format-standard","hentry","category-communication","category-jquery","category-report","category-sage-crm","category-uncategorized","tag-hide-reports-using-jquery-in-sage-crm","tag-jquery","tag-sage-crm-communications-report","tag-sage-crm-reports"],"yoast_head":"\nHide Reports using jQuery 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\/2017\/07\/24\/hide-reports-using-jquery-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 Reports using jQuery in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM helps to manage Customer\u2019s critical Sales, Marketing and Service activities on daily basis. Whereas the Reports in Sage CRM helps us to view the statistics of data entered in CRM in order to monitor and get an idea about the past or ongoing work; mainly used by the Management staff of an organization.\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/24\/hide-reports-using-jquery-in-sage-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2017-07-24T12:10:15+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/Reports1-1024x403.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\/07\/24\/hide-reports-using-jquery-in-sage-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/24\/hide-reports-using-jquery-in-sage-crm\/\",\"name\":\"Hide Reports using jQuery 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\/2017\/07\/24\/hide-reports-using-jquery-in-sage-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/24\/hide-reports-using-jquery-in-sage-crm\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/Reports1-1024x403.jpg\",\"datePublished\":\"2017-07-24T12:10:15+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/24\/hide-reports-using-jquery-in-sage-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/24\/hide-reports-using-jquery-in-sage-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/24\/hide-reports-using-jquery-in-sage-crm\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/Reports1-1024x403.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/Reports1-1024x403.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/24\/hide-reports-using-jquery-in-sage-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Hide Reports using jQuery 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. 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