Dynamic Reports – A How-to Guide
Cloudbyz
JUNE 2, 2020
Open reports with a click of a button and dynamically pass parameters to report filters! Purpose: This blog will show you how to create dynamic contextual reports that users can access directly from the record, (ie: Account or Opportunity). Instead of having to navigate to the Reports tab, search for your report, and add the record as a filter, the same can be achieved straight from the record page.
Let's personalize your content