Filter Salesforce Reports Dynamically | Salesforce URL Hacking | Salesforce Lightning

Tired of creating the same Salesforce report over and over again with a different filter value? In this tutorial I show you how to create one Salesforce Lightning report and dynamically filter the report using URL parameters.
You will learn how to:
1. Create a report with a blank filter
2. Create a custom button (an action) with a URL content source
3. Pass dynamic parameters to a report URL via the button (Salesforce URL Hacking in Lightning)
4. How to modify this tutorial for Salesforce Classic
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Say hi on social:
LinkedIn: / farahcharania
Twitter: / signiforce
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[@joshuaortiz9652]

This was not even what I was looking for, but this is the most incredible item I have EVER learned!

[@signiforce]

Thanks Joshua! Glad you enjoyed the tutorial!

[@dkrusee]

This is EXACTLY what I need! Nice job and thanks!

[@signiforce]

Thanks so much Darla for the feedback. I'm so glad you found this video helpful! -Farah

[@chetans2553]

Awesome Thank you 🙂

[@JeslineStanly]

The was perfect . Thank you so mcuh . Very helpful

[@chithraprakash2271]

Thank you so much for sharing this very useful video. Great explanation. Please upload more video on reports, process builder and flow

[@signiforce]

Thanks Chithra for the feedback. So glad you found the tutorial helpful! Yes, will definitely create more videos soon. - Farah

[@nocre8i5ity]

Very helpful. Thank you.

[@signiforce]

Thanks Brian, I am so glad you found the tutorial helpful!

[@manjunathediga6691]

If I deploy the custom button report Id changes in environment how can make report id dynamically fetched based on the environment of Salesforce

[@nileshshevalkar2432]

Thanks, Signiforce. It was very helpful to me. The same custom link is not working in classic. Can you please tell how to make it run in classic too?

[@signiforce]

Hi Nilesh, so glad you found the video helpful. I cover how to modify the URL for classic at the 4:46 minute mark. -Farah

[@MrFokoff]

Thanks so much for this video. the only question I would have, is being able to workflow, that once the button is clicked, and report is generated, that it could mail the exported excel document to a predetermined address?

[@signiforce]

Hi Adrian, so glad you found the video helpful. This particular example illustrates how to open up the report URL with parameters in a separate window. You could do process automation from a button using a flow, however, the ability to send a report exported into Excel from Salesforce is not a standard Salesforce functionality. I believe for something like that you will need a an app from the AppExchange. You should also look into subscribing to Salesforce reports which is standard functionality and can be done on a regular interval (ex. weekly). Hope this helps! -Farah

[@charmk1570]

This is great Can this be used for a dashboard? Filtering dashboard based on account ID? My requirement is multiple reports based on account ID

[@signiforce]

Hi charm, so glad you found the video helpful. No, unfortunately filtering dashboards through URL parameters is not currently possible but there is an idea open for this feature and they have slated it for the Spring '21 release. You can upvote the idea here: trailblazer.salesforce.com/ideaView?id=08730000000gqzS

[@charmk1570]

Signiforce thank you so much

[@dannyryan5340]

Thanks for this. I can’t seem to get this working on a Custom Field (text formula). I’ve used hyperlink command in the formula as well as a TEXT command as I want the hyperlink to reference the result of one of my lookup fields. Is this possible to do on a custom formula field or do I need to create a custom link/button?

[@signiforce]

Hi Danny, That's a great question. I just tried it out and it absolutely works. Basically do the same steps as what I show in the video but instead build the link inside the hyperlink function. You want to keep the fv0= part in the url and then use the concatenate (&) to add the Account ID or whatever parameter you want to send to the report. Hope this helps! Farah

[@xEquit]

@signiforce how can i do the same but with joined reports?

[@udayakumar638]

Can you make a video on filter dashboards via URL Parameters (SP21) release

[@chikku3005]

I have one doubt u giving url while creating button in real time project all ll use this app while that time that url will work for all of them who using the app or it work who has created only that account people cam use this?

[@signiforce]

Hi Chikku, as long as the user has access to page layout where the button is and as long as they have access to the report, it will work for them as well.

[@anindamaitra]

I tried this using URL params from a link in a rich text component, but when the URL renders it changes it to: fv0=%7B%21User.Name%7D

[@signiforce]

Hi Aninda, I’ve only used this method through a custom button. I don’t know if it will work through a rich text component. Is there a reason you are doing it that way and not through a button?