> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/click2export/faqs.md).

# FAQs

## 1) Can we run scheduling under multiple users at the same time?

Yes, you can do that. For more details, please click [here.](https://docs.inogic.com/click2export/configuration/schedule-reports#scheduled-for)

## 2) We have done a sandbox copy of the production environment to a TEST environment and would like to work with 'Click2Export' solution in this new instance. What should we do?

For this, you need to delete the **Inogic License Details** record from your sandbox environment. After deleting the next step would be to [activate the license](https://docs.inogic.com/click2export/getting-started/license-activation).

To delete the **Click2Eport** license follow the steps given below:

* Navigate to **Advanced Find.**

![](/files/-MBaAL40g1Pf3mLeFw3-)

* Select **Inogic License Details** in **‘Look for’** --> Click on **Results** button.

![](/files/-MBaAQ8vNM0YJtKsRT6d)

* Select the **Click2Export** record and **delete** it.

![](/files/-MBaAVHfFWihHOj3rDX-)

## 3) Can I export and send weekly reports?

Yes, using 'Schedule Report' you can create a [schedule job](https://docs.inogic.com/click2export/configuration/schedule-reports) to export and send weekly reports.

## 4) Does Click2Export work for custom entities?

Yes, it works for both OOB and custom entities.

## 5) Can we convert SSRS report to different file formats?

Yes, you can convert it into different file formats such as PDF, Word, Excel, TIFF, CSV.

## 6) When I try to export Word/Excel template report I get the following error:

![](/files/-MCMfBUixmWd2_K4I0E3)

In order to avoid getting the above mentioned error you have to perform the following action -  ['Set Credentials'](https://docs.inogic.com/click2export/prerequisites/set-credentials). This is a prerequisite for exporting **Word/Excel** templates.

## 7) After importing Click2Export solution from website all the Processes of Click2Export is in a 'Draft/Deactivated' state. What to do?

Once the solution is imported, please follow the below steps to activate all the processes of Click2Export.

* Click on the **gear icon** --> Select **Advanced Settings**. 

![](/files/-MNNXvn9IZUUiL7L0MD7)

* Next, select **Processes**.

![](/files/-MNNY2srjIzuyhUmhznA)

* From **'All Process'** View activate the process shown in the below screenshot:

![](/files/-MNNmh5VgTh05EYt8Bi1)

## 8) What to do when we get error while uploading exported files to SharePoint?

While uploading exported files to SharePoint online from Dynamics 365 On-premise there are chances of facing the following error - **'Exited from GenerateReportOnPremise. Error: The permissions granted to user 'INT\\\<USER URL>-ASYNC' are insufficient for performing this operation. ---> Microsoft.ReportingServices.Diagnostics.Utilities.AccessDeniedException: The permissions granted to user 'INT\\\<USER URL>-ASYNC' are insufficient for performing this operation..'**&#x20;

In such a situation please ensure the correct server URL is provided while leveraging Click2Export's [Upload to SharePoint](https://docs.inogic.com/click2export/configuration/click2export-configuration) functionality.&#x20;

![](/files/pP4bnBxUOrGmEDdomaQQ)

## 9) How to identify the number of users in my CRM that will be considered for licensing?

**Step 1:** Login to CRM and open the Sales Hub App

<figure><img src="/files/Kw2jeTdVyzNz0qViAXsf" alt=""><figcaption></figcaption></figure>

**Step 2:** Click on the Advance Find Option present in the right top corner (shown below)

<figure><img src="/files/yw1I4cKMksyRmIWm9dN4" alt=""><figcaption></figcaption></figure>

**Step 3:** In the search bar, search for **“User”** keyword. Select the User entity and click on the Continue button

<figure><img src="/files/EKfxZUX3KTMwRyLBeFkB" alt=""><figcaption></figcaption></figure>

**Step 4:** Once clicked, a side panel will show up containing default conditions. Clear the condition by selecting **“Delete all Filters”** and apply the below conditions in the filter section as shown below

a. **Status** Equal **Enabled**

b. **Access mode** Equal **Read-Write**

c. **Restricted Access Mode** Equal **No**

d. **Primary Email address** Does not Equal **<crmoln2@microsoft.com>**

<figure><img src="/files/iH1u7TZfQHQzQxENDPoQ" alt=""><figcaption></figcaption></figure>

**Step 5:** Add a new related entity condition, where you will find the **Security Role** option under the **Many to many** sections as shown below.

<figure><img src="/files/SzmecnzR0EoAZjuxPVoo" alt=""><figcaption></figcaption></figure>

**Step 6:** By default, **contains data** Operator will be selected which will retrieve only those users who have a security role assigned.

Delete the related entity field condition as shown in the screenshot below and then click on the **Apply** button to provide you with the list of respective users.

<figure><img src="/files/SLUangjYg4lvby47Xm2O" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Ip20XXiCWntmqknyVQCC" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}