{"id":3310,"date":"2013-05-17T03:27:46","date_gmt":"2013-05-16T21:57:46","guid":{"rendered":"http:\/\/JitendraZaa.com\/blog\/?p=3310"},"modified":"2019-02-19T19:57:39","modified_gmt":"2019-02-20T00:57:39","slug":"dynamic-report-filters-in-salesforce","status":"publish","type":"post","link":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/dynamic-report-filters-in-salesforce\/","title":{"rendered":"Dynamic Report Filters in Salesforce"},"content":{"rendered":"

I have seen many customers in need to have Dynamic Filter. In Absence of Dynamic filter, many times we end up with creating multiple reports with same format and different condition.<\/p>\n

Many time, we need something like get all cases related to Parent Account of Opportunity. We can simply create a report for Case and add Condition for Account Name. Using Some Custom Link, we can always Change Account Name and same report can be used many times.<\/p>\n

While navigating to community i found very interesting and useful information regarding dynamic Filter in Reports.I thought that Dynamic Filters inside Salesforce is not possible but It is Possible<\/strong>.<\/p>\n

Update<\/strong> – For Lightning Experience URL will look like<\/p>\n

https:\/\/mydomain.lightning.force.com\/lightning\/r\/Report\/00O5C00Um3lUAC\/view?fv0={!mergeField}<\/strong><\/p><\/blockquote>\n

Salesforce does not have any official documentation on this, but here how it works.<\/p>\n

Lets have look in below image:<\/p>\n

\"Dynamic<\/a>
Dynamic Filter in Reporting<\/figcaption><\/figure>\n

Above report have three Filters. First Filter will be considered as “pv0”, second filter will be considered as “pv1” and so on.<\/p>\n

In URL, we can provide parameter for Pv0, Pv1 like in above image.<\/p>\n

Now, we can create a formula field to create a dynamic link which will open report. Something like<\/p>\n

https:\/\/ap1.salesforce.com\/{!ReportId}?pv0={!MergeField0}&pv1={!MergeField1}<\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"

I have seen many customers in need to have Dynamic Filter. In Absence of Dynamic filter, many times we end up with creating multiple reports with same format and different condition. Many time, we need something like get all cases related to Parent Account of Opportunity. We can simply create a report for Case and […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"jz_research_post":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[9],"tags":[169,331],"class_list":["post-3310","post","type-post","status-publish","format-standard","hentry","category-salesforce","tag-report","tag-salesforce"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":2979,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/salesforce-interview-questions-part-9\/","url_meta":{"origin":3310,"position":0},"title":"Salesforce Interview Questions \u2013 Part 9","author":"Jitendra","date":"July 25, 2012","format":false,"excerpt":"81. 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