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I need to create a report or view that can be printed in a pdf for leadership.  Goal is to create an executive summary of an account or a prospect.  This would include pulling in certain fields from the account, opportunity and case objects.  Any guidance on the best place to start or how to best accomplish this is greatly appreciated.  

  

 

 

#Reports & Dashboards  #VisualForce Page

1 Kommentar
  1. 2. Mai 2025, 16:43

    After you have created a dashboard with your infos you should pick the botton at right upon the site and click in Download.

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