![]() ![]() Go back to our dashboard and use that URL as the target when you click the dashboard. Since each report is a separate URL, open the report (run it), then copy the URL at the top. I name that “List of Accounts by Activity Aging” (something like that), and then save the report. What I do here is do a “Save As” on the top 10 report, removing that record limit. In this case it’s going to go to our top 10 report. Now, the final item that I think is a nice touch is which report opens when you click the dashboard. You could always change these reports as well, making it so that only customers show, or certain products - whatever works for you. If you don’t have a number available, it won’t work and you can’t add this as a dashboard.Īt this point, you can now add this data source to a dashboard component and go from there. Salesforce really wants a number so we use that aging field. I tried to do this with dates (using a max/min type of thing) but doesn’t work. Click that to determine the fields displayed (you can only have 2) and you need a NUMBER field which is the pain. Once you do that, there’s a new button up top to adjust the “dashboard settings”. What I did here was edit it to the top 10 which is normal, making the sort descending (accounts that need to be touched badly up top). ![]() Here’s where we limit the records that we want in the dashboard. Hard part is to “limit the field” by clicking on the arrow we normally use for sorting. Don’t forget to change the dates above and make it “all accounts”. Doesn’t have to be much, as all we really care about is the account name and the new aging field. Go ahead and create a new report, based on account data. Add it to your account record when done.Ĭreate your tabular report. Create that new “Activity Age” field (formula field, number field, 0 decimals) in setup using the following formula. We’re going to go off the “last activity date” field, so we’ll just create a formula that does some math. That works well, but takes a bit so this will be more like 2 tips.įirst, let’s create that aging formula field. I find this very annoying, but I’ve gotten around it by doing an aging field based on that date. Now, a couple of caveats - you cannot use date fields as a displayed field inside of the dashboard. You don’t want to whole tabular report, but maybe the “top 10 opportunities by dollars” or “customers not touched in a LONG time”. Something I just kind of stumbled on to for another client, a useful tool that can put tabular reports in a dashboard item. ![]()
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