1

When generating the report in CRM, for example, Order report, only the first 20 records are generated.

Repro step:
Go to My work >> Reports >> Select a report e.g. invoice >> click run report

After tested in standard envioronment and checked the report customization
Setting >> Customization >> Reports >> Select a report >> Open up >> click download report as .rdl
Found that this is by-design behaviour in which some of the out-of-the box reports are limited generate a certain about of records.

For example,
++ Account Overview - 10 records
++ Sales pipeline - 15 records
++ Order - 20 records
++ Quote - 20 records


I would suggest to have some indication on each reports about how many records can be generated so user will not get confused.

However, I see there are these indication on Account Overview and Account Summary report. This indication should be applied to all reports.

Category: General
STATUS DETAILS
Declined
Ideas Administrator

Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.

Comments

B

Thank you for your suggestion. We are considering to add this functionality for the next major release of CRM.

Category: General