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Possible to run report from within Account?
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02-20-2008 08:51 AM
Bonus: They can run the report from within the Account page.
Re: Possible to run report from within Account?
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02-20-2008 10:59 AM
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={!
Save and add the custom link to the appropriate Account page layouts.
hth.
Aiden
Re: Possible to run report from within Account?
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02-20-2008 11:17 AM

