# 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.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MBa883_FWb2tpkWXd_J%2F-MBaAL40g1Pf3mLeFw3-%2FFAQ_1.jpg?alt=media\&token=0fce4772-c919-4f93-94fd-fbf6404b9f25)

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

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MBa883_FWb2tpkWXd_J%2F-MBaAQ8vNM0YJtKsRT6d%2FFAQ_2.jpg?alt=media\&token=a3a07443-b789-48df-8a26-f1b403183fde)

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

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MBa883_FWb2tpkWXd_J%2F-MBaAVHfFWihHOj3rDX-%2FFAQ_3.jpg.png?alt=media\&token=87d26307-12f4-4d48-8528-793869e039b6)

## 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:

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MCMaLziGALwg8jXpTvj%2F-MCMfBUixmWd2_K4I0E3%2FFAQ_5.png?alt=media\&token=fa72bc3b-2f4f-41c8-a492-ac6778f46345)

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**. 

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MNNUzhMGvhdlv2EXZCo%2F-MNNXvn9IZUUiL7L0MD7%2FA4D_1.png?alt=media\&token=36b8837a-e281-47fd-9299-2dcc3d09de1c)

* Next, select **Processes**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MNNUzhMGvhdlv2EXZCo%2F-MNNY2srjIzuyhUmhznA%2FA4D_2.png?alt=media\&token=96f623ee-dcad-43c0-84a1-04141bace487)

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

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MNNl6UkS58ceMaef41D%2F-MNNmh5VgTh05EYt8Bi1%2FC2E_1.jpg?alt=media\&token=cb7df417-8b2f-465f-b26a-02339df27322)

## 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;

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FX2qIQw1DGpTk6nb4R5Uq%2FFAQ.png?alt=media\&token=3f589520-33ea-41df-aab0-db0c4e0fde41)

## 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FG9JnM6nkm5gXK3TLU0tW%2F1.png?alt=media&#x26;token=785b4b28-8f89-4776-9ea8-e4488fb798ae" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F09tUh2odCnxtBJd9foKz%2F2.png?alt=media&#x26;token=0992195a-cf12-411f-8645-67f8baf07542" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FquOr4dJmqYna9khWSGks%2F3.png?alt=media&#x26;token=93c1179b-a9e4-41f4-a0ef-cf003351facc" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F0iowb3waLt6qghcDhmNl%2F4.png?alt=media&#x26;token=42923878-7240-449c-9df8-9ac12a6fc779" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FHrAUb3kEkWYYdIrR0Nm4%2F5.png?alt=media&#x26;token=9f9acabf-d84c-452e-b348-082b107b1912" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fz1oTP7nL0uG7Cq7aKxvX%2F6.png?alt=media&#x26;token=5c92f4bc-7d3f-41f1-854b-fbe7693ef5a5" alt=""><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FqrY0tuznBfkuvL9a2XGS%2F6.1.png?alt=media&#x26;token=dfeaa348-1019-4316-bab9-8868dbbf1243" alt=""><figcaption></figcaption></figure>

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