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aed
Regular Visitor
aed
Posts: 2

Possible to run report from within Account?

OK, I've Googled the heck out of this, but can't find an answer.
 
Here is what I am trying to do:
 
I have an account, let's say "Bob, Inc." and Bob, Inc. has a bunch of opportunities, closed and open.
 
I'd like users to be able to easily run a report that shows all of Bob, Inc.'s opportunities on a single page.

Bonus: They can run the report from within the Account page.
 
Bonus II: I can put activities related to each opportunity in the report as well.
 
 
If I could get some direction I'm sure I could figure it out on my own. Any suggestions?
Trusted Contributor
AMartin
Posts: 397

Re: Possible to run report from within Account?

Hi,

First, create an opportunity report and set the first Advanced Filter to "Account ID" equals "".  Save it in a report folder that all users can see.  Copy the URL of the Report.

Next, create an Account Custom Link (Display type = Detail Page Link, Content Source = "URL").  Paste the report URL in the link window and then add the following to the end of the URL:    ?&pv0={!Account.Id}

It should look like this https://na4.salesforce.com/00O6000000xxxxx?&pv0={!Account.Id}.

Save and add the custom link to the appropriate Account page layouts.

hth.

Aiden

 

aed
Regular Visitor
aed
Posts: 2

Re: Possible to run report from within Account?

I KNEW there had to be a way to do this, I just couldn't figure it out. Thanks for the help!