Ep 10 - How To Dynamically Filter Salesforce Reports via URL Parameters - LSS By Algoworks

How To Filter Salesforce Reports via URL Parameters
An easy way - dd dynamic report filters to an opportunity report URL and links to it from a custom button on the Accounts tab. Then, with the press of a button, sales reps get Opportunity reports for whichever account they want!
Dynamic Report Charts & Customer 360 View in Salesforce - • Ep 11 - Dynamic Report...
Binge-watch all the tutorials on Salesforce here: • Learn Salesforce Series
In this video, the following points will be covered -
1. Introduction
Get a brief introduction about filtered reports.
2. Configuring the base report
Learn how to configure the base report.
3. Configuring the Link or Button
Get to know how to create a link or button with a report URL.
4. Navigating to the prefiltered report
Adding the link to the layout and navigating to the report.
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[@harshitgarg8309]

Your video saved my day. Thanks

[@dandygoodfellow11]

Thank you so much, this is exactly what I was looking for! You explained things very clearly, made it easy to follow along.

[@Algoworks]

Great to hear!

[@pedroprada1]

Thank you so much... Can this also be done for dashboards?

[@Algoworks]

The answer for your query can be found here - help.salesforce.com/s/articleView?id=sf.dashboards_filter_url.htm&type=5

[@manjunathediga6691]

How can this be deployed to higher environment by appending dynamic report id instead of hard coding

[@weiweizhang3898]

please suggest how to filter joined report in this way? thank you.

[@Algoworks]

Unfortunately, this is still an Idea with Salesforce and currently not feasible.
trailblazer.salesforce.com/ideaView?id=08730000000hC6SAAU"

[@ashishmalhotrak]

Hey
This is really useful, however, this is not working for me. I was able to do this for classic with another URL pattern but for LEX its not working for me. I followed your video step by step but this doesn't work. Do you know what could be the issue ?

[@ashishmalhotrak]

Hey - I just deleted everything & did it again & now it is working fine. So thank you so very much !