Preview Option for Custom report

Hi All,

Does anyone of you know a good solution to preview option to the custom report which is generated from CRM?

in my Instance there are several report and that are generated/ Downloaded from the CRM successfully, but client don't want to download it. They just want to review it, so that they need preview or review option.

Could anybody assist me how to give the view or Preview option to our custom reports.

Any suggestion would be highly appreciated.

Thanks in Advance

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0 Andrew Yeates 6 months ago
You can add your reports to the report dashlet and they can then be shown on dashboards, list and record views. You won't need to open them then as they will be visible and you can drill down into the chart.
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0 Technical Team 6 months ago in reply to Andrew Yeates

Andrew Yeates
Thank you for your reply,

Actually i have prepared custom pdf report though php and that is generated from record action button. is there a possibility to add that reports to dashlet?
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0 Andrew Yeates 6 months ago in reply to Technical Team

Ah didn't understand that was part of your requirement. If you put the url called by the action button into a Web page dashlet does that work?

What were reasons to create a custom pdf report? Multiple charts on a doc?
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0 Andrew Yeates 6 months ago in reply to Technical Team

Ah didn't understand that was part of your requirement. If you put the url called by the action button into a Web page dashlet does that work?

What were reasons to create a custom pdf report? Multiple charts on a doc?
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