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Reports: Link to the records in the report

Kristjan Geir Mathiesen

Hey all.

So, I´ve made this fancy pansy report showing all Opportunities closing this month, grouped by the brand new "Week" option. It´s got the graph and assignees but no links to the actual Opportunities. What´s the best way to get the links as well?

Thanks

KGM

  • 0

    In the edit Display Columns section, adding a column for Opportunity Name should give you links to the record when you view the report. Works the same for all modules when you include the record Name as a column.

  • 0 in reply to Logan Sackett

    Thanks for a fast answer and sorry for the "greenie" questions. I failed to mention that this is a Matrix report. When I add the "Opportunity Name" it just adds the third dimension to the table. What am I doing wrong?

    Thanks again, KGM

  • 0 in reply to Kristjan Geir Mathiesen

    Ah gotcha, I'm not sure if you can add links to the record in a matrix report. You could try recreating that in a Summation w/ Details report, which would give you the same chart and allow you to link to the Opportunity/Account/etc. It wouldn't be quite as compact as the matrix report table though.

  • 0 in reply to Logan Sackett

    Ok, I´ll try that and see if I can get the same dimensions. Thanks, KGM