Question
Way to link to an opportunity from a report?
Has anyone found a way to link to an opportunity from a Gainsight report? When a user clicks the chart and gets the detail view the account is linked, but, as it's an opportunity-focused report, the best destination would be the opportunity. Currently I'm just copying and pasting the opp ID into a new tab.
Jeff,
Are you adding this report to the Customer 360? I have included a section on the 360 that does link directly to the opportunity.
I have added the report as related list just like I have done for cases.
Allastair
Are you adding this report to the Customer 360? I have included a section on the 360 that does link directly to the opportunity.
I have added the report as related list just like I have done for cases.
Allastair
+5Allastair -
You are using a UI View of Opportunities - right? That does allow for a link to the opportunity.
Jeff -
Are you referring to a general report from Reports 2.0 and Dashboards vs C360?
You are using a UI View of Opportunities - right? That does allow for a link to the opportunity.
Jeff -
Are you referring to a general report from Reports 2.0 and Dashboards vs C360?
Yes, that is how I am using the report.
That's right: Reports 2.0 presented in a dashboard.
+2+1 to allowing the opportunity to be a clickable link in Reports 2.0
I've heard this request multiple times. While it would be nice to just have the name auto clickable there is an easy work around I've implemented in the past.
In this use case I utilized the opportunity, can be applied to any object.
-Add a Formula field to the Opportunity object
-Make it a Text formula field
-Insert the Hyper link function
-In the first part of the Hyperlink function copy and paste the first part of your SFDC org url
-Concatenate with the id field using: &
-In the second part of the hyperlink function put in what you want people to see. You can put a string "Opportunity" or you can refer to a field on the opportunity object i.e. Name
-Delete out the third part of your hyperlink function
-Save
-Add to report
Screen shots below
The formula field:
Where I got the URL:
How it shows up in the report:
Shows up the same way on dashbaords:
Clicking on the 'Clickable Opportunity' takes you to the SFDC opp page:
In this use case I utilized the opportunity, can be applied to any object.
-Add a Formula field to the Opportunity object
-Make it a Text formula field
-Insert the Hyper link function
-In the first part of the Hyperlink function copy and paste the first part of your SFDC org url
-Concatenate with the id field using: &
-In the second part of the hyperlink function put in what you want people to see. You can put a string "Opportunity" or you can refer to a field on the opportunity object i.e. Name
-Delete out the third part of your hyperlink function
-Save
-Add to report
Screen shots below
The formula field:
Where I got the URL:
How it shows up in the report:
Shows up the same way on dashbaords:
Clicking on the 'Clickable Opportunity' takes you to the SFDC opp page:
+5So awesome Mr Wayne!
Outplay. Outwit. Outlast.
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