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pturner64
How do I call a report from the Accounts page passing the Account Name as a parameter?
This is driving me nuts because I did it before! I have a report and I know I need to use selection criteria "AccountName = <blank>". Then I can call the report from elsewhere and pass in the Account Name.
I want to have a button on my Account record that calls this report, passing the Account Name, and displaying the report ideally in a new Tab, or Window.
Any tips gratefully received. I have searched hi and low in help & solutions. If you know where the help is, please let me know!
Thanks
Don't you hate that when you can't find it and know you saw it before and/or even did it before?
The instructions are in online help: How can I use salesforce.com reports in Custom Links?
Rhonda
All Answers
Don't you hate that when you can't find it and know you saw it before and/or even did it before?
The instructions are in online help: How can I use salesforce.com reports in Custom Links?
Rhonda
Hi Rhonda, thanks for this, I nearly had it but the syntax is not something I could remember.
Paul
Any idea where this was moved to?.... I really to do something similar and this link appears to no longer exist.