Hi all! I’m trying to add a Report Chart to an Account Plan Lightning page that shows all Contacts / Opportunities from every child account in the hierarchy, not just the current account.
What’s the best way to filter a report so that it automatically shows records for this account + all accounts underneath it in the hierarchy?
Is there a recommended filter (Grandparent Id, etc?) that would support this?
Thanks in advance!
The only way that I can see doing this using the native Account Page filter: Account ID , would be to create a Flow or Custom Code that automatically creates an Account Contact Relationship record for every Contact and Account within the entire Account Hierarchy. Which in a large org would simply not be feasible or sustainable.
The problem/limitation is that in order for the embedded Chart to work the way that you described, it would need to tack the Account ID of the Account the user is viewing, and traverse the entire Account Hierarchy from Top to Bottom, and return every Contact or Opportunity within every matching Account, regardless of where in the Account Hierarchy that current Account is located. That's simply "too heavy a lift" for the native Embedded Report Filter
#SorryBabyIhadtoCrashThatHonda
