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Tjones How do I pass an account id into filter field on a custom report via a link on the account record?
How do I pass an account id into filter field on a custom report via a link on the account record?
Want to create a generic report that I can run directly from any account record page. Is it possible to click the link, have the account id passed into the report filter criteria field then run report?
Help is appreciated.
Hi,
You can create a custom link: the URL should be the report URL.
Extend the URL using custom variables and set the value of custom variable to Account Id using merge fields:
https://www.salesforce.com/ReportID?pv0={ !Account.Id} //Full URL
or /ReportID?pv0={ !Account.Id}//Relative URL
Replace ReportID with Salesforce report id
Tried it several ways, but no luck. I keep getting a generic Salesforce.com home page that says "whoops the page your looking for isnt here."
https://na6.salesforce.com/servlet/servlet.Integration?lid=00b80000001BbPU&eid=0018000000TksNZ&ic=1
Here is what I put in the link:
https://www.salesforce.com/00O80000003PXuG?pv0={!Account.Id}&retURL=%F00O80000003PXuG?pv0={!Account.Id}
What am I doint wrong?
Thanks for the help.
Try the below one, don't give any return URL.
/00O80000003PXuG?pv0={!Account.Id}
It should work
I'm trying this too, and I can see the actual report, but the filter doesn't seem to be working. I'm seeing a generic report, not one for the specific account. Any thoughts?