I have a Dashboard containing few Reports with different Report Types(Opportunities, Opportunity History and Ops with Order). So in Account object, there is a custom field - say custom__c. This field, I can filter in the reports with report type (Ops with Order and Opportunities) but I was not able to see custom__c in in report with report type Opportunity History. So, I created a new formula field Oppcustom__c in opportunity object and after that I am able to use this field(Oppcustom__c) to filter in report with opportunity history report type.
But in a dashboard, that contains 8 to 10 reports of(opportunity history,Ops with order and Opporutunities) report types I am not able to filter neither custom__c nor Oppcustom__c.
So, what I think is, the fields that are common to all the reports/report types can only be used to filter is dashboard.
Any suggestion is helpful. Is any way to filter the field custom__c in dashboard ?
Thanks in Advance !!
1 risposta
Hi Deepika,
There isn't a lot of details on this unfortunately as to what can or cannot be used as a filter, but I think the issue is related to the different report types. I also wonder if it could be due to the fact that it doesn't like a cross-object formula as a filter. There's currently an idea to help improve the filtering capabilities of dashboards: https://trailblazer.salesforce.com/ideaView?id=08730000000ktQHAAYI'm not sure if this would do the trick, but you could try custom report types that all stem from the Account object:
- Accounts with Opportunities
- Accounts with Opportunities with Opportunity History
- Accounts with Opportunities with Orders
Since all those reports stem from the same parent, it might let you use Account fields as a filter, including your custom field.
Thanks,
Mikey
