Report with current record id in side dashboard

Hi all,

I want to create a report to add as a dashlet in the side dashboard of an account record view.

I want that to use the current record id to generate the report.

So let's say I want an opportunities report for THIS current record only. So that this report recalculate itself at each account record that I view.

Any way to do this ?

Thanks,

Jonathan

Parents

0 Seshagiri Sondur over 6 years ago

Hi,
Just checking if someone found a solution for this? It is odd that you can add charts at the account level but they don't refresh based on the current record which makes it pointless!
0 Luke Ridgway over 5 years ago in reply to Seshagiri Sondur

We have a very similar requirement. We have a report Chart showing quantity of product shipped to our dealers (per dealer, grouped by month (and another by year too)), but it would be great to have that report related to the current record, like you can on list view.

Reply

0 Luke Ridgway over 5 years ago in reply to Seshagiri Sondur

We have a very similar requirement. We have a report Chart showing quantity of product shipped to our dealers (per dealer, grouped by month (and another by year too)), but it would be great to have that report related to the current record, like you can on list view.

Children