• FSoriano
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I have a dashboard that shows various case statistics & charts for a particular customer account. There are reports behind the dashboard that use Account name as a filter criteria. Each time I have to run the dashboard for a different account, I have to edit each report, change the Account and then save reports prior to refresing the dashboard.

 

This is very a time consuming process. So I am exploring options to maybe pass the Account from the dashboard (using a lookup or picklist) and then have the reports use that Account automatically. Is that possible and if so how? Thanks for your help.