Thursday, March 14, 2013

Modify Salesforce report filters value with parameter

It is easy to build report in Salesforce using Report Builder. Any user have 'Create and Customize Reports' permission able to create report. User also able to add filters using Add filters button or just drag field to filter area, included to add filter logic to use AND, OR logic combination. Once save, all the filters will be stay in the report to be used by other users.

But, there is a tip we can use a same report with many different filters value without need to create a new report, as long as the filter field is the same by using parameters in the URL

Here we go:
This is simple report saved with URL

By adding pv parameter, we can customize the filters value

Seems easy....?

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