ColeenSchmitt1
6 years agoQrew Cadet
Is it possible to create a report link that drives to a specific report?
Hi,
I have two tables: Billing Month & Forecasts that are not related but I use a report link to connect the two based on a date field. I'd like for the Report Link on Table #1 to drive to a filtered report on Table # 2. Is this possible?
Below is an example of the exact scenario I need to accomplish:
I have a report that lists out all of the Billing Months (ex: Dec. 2018). When I click on the Report Link for the Dec 2018 Billing Month record it drives to a report showing all Forecast Records available for December 2018. However, it would be helpful to take it one step further to only show Sold December 2018 Forecast Records. (Sold being indicated by a field on the Forecast table).
Not sure if there is a way to add additional criteria to a Report Link or if this could be accomplished through a Formula URL button but any ideas to solve for this would be greatly appreciated.
Thanks!
I have two tables: Billing Month & Forecasts that are not related but I use a report link to connect the two based on a date field. I'd like for the Report Link on Table #1 to drive to a filtered report on Table # 2. Is this possible?
Below is an example of the exact scenario I need to accomplish:
I have a report that lists out all of the Billing Months (ex: Dec. 2018). When I click on the Report Link for the Dec 2018 Billing Month record it drives to a report showing all Forecast Records available for December 2018. However, it would be helpful to take it one step further to only show Sold December 2018 Forecast Records. (Sold being indicated by a field on the Forecast table).
Not sure if there is a way to add additional criteria to a Report Link or if this could be accomplished through a Formula URL button but any ideas to solve for this would be greatly appreciated.
Thanks!