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Extend Salesforce with Clicks, Not Code
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            Custom Link Example: Link to Reports

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            Custom Link Example: Link to Reports

            Use custom links to run reports with filtered results from a Salesforce record detail page. For example, let’s say you frequently run a mailing list report for the contacts related to an account. You can create a custom link for accounts that links directly to a report that is automatically filtered to the account that you’re viewing. In this case, your custom link must pass the account’s unique record ID to the report.

            Required Editions

            Available in: Salesforce Classic

            Custom buttons and links are available in: All Editions

            Visualforce pages and s-controls are available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create or change custom buttons or links: Customize Application
            1. Copy the ID for the type of record by which you want to filter your report. This example uses an account record. To do so, view the record and copy the 15-character ID from the last part of the URL. For example, from https://MyDomainName.my.salesforce.com/001200030012j3J, copy 001200030012j3J.
            2. From the Reports tab, create the report you want by either customizing a standard report or creating a custom report.
            3. Filter the report by the record ID you copied. For example, Account ID equals 001200030012j3J.
            4. Run the report and verify that it contains the data you expect.
            5. Click Customize.
            6. To save the report to a public folder where it’s accessible by the appropriate users, click Save or Save As. Save doesn’t create a custom report, whereas Save As does.
            7. Run the report and copy the report’s URL from the browser.
            8. Begin creating your custom link. Set the Content Source field to URL. In the large formula text area, paste the report URL that you copied. Remember to omit the domain portion https://MyDomainName.my.salesforce.com.
            9. Add the custom link to the appropriate page layouts.
            10. Verify that the new custom link works correctly.
            Tip
            Tip When creating a report for use in a custom link, set date ranges and report options generically so that report results include data that can be useful for multiple users. For example, if you set a date range using a record’s Created Date, set the Start Date far enough in the past to not exclude any relevant records and leave the End Date blank. If you scope the report to just My records, the report doesn’t always include all records that a user can see. Try setting the report options to All visible records.

            See Also

             
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            Salesforce Help | Article