Work 365

Work 365 1-Click PDF solution tries to mimic the same steps which CRM executes internally when executing a report manually. Hence first step in diagnosing the error is to ensure that you are able to run the report manually (from CRM reports section). (Please note that reports having blank filters are not supported)

If yes then please send email to support@iotap.com explaining the issue along with the URL parameters for the report:

1. when running a report manually
2. when running via 1-Click PDF

Getting URL parameters when running the report manually:

Step 1: Open desired report

Step 2: Press F12 to open IE Developer Tools dialog.

Step 3: Go to the “Network” tab and click “Start capturing”

Step 4: Untick Clear entries on navigating – Network

Step 5: Click “Run Report”.

Step 6: Search for URL with the format “/CRMReports/rsviewer/“

Step 7: Select the record and click “GotoDetailedView”

Step 8: Click “Go to detailed view” and select “Request body” tab

Step 9: Copy the URL present and send it to us.

Getting URL parameters when running report via 1-Click PDF:

Step 1: Open 1-Click PDF pop-up and select the desired report.

Step 2: Maximize the pop-up and press F12 to open IE developer’s tool. Go to the “Network” tab and click “Start capturing”.

Step 3: Untick Clear entries on navigating – Network

Step 4: Click “Generate”.

Step 5: Search for URL with the format “/CRMReports/rsviewer/“

Step 6: Select the record and click “GotoDetailedView”. Then click “Request body” tab