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jeffrey_coleman
Helper ⭐️
January 3, 2017
Question

Way to link to an opportunity from a report?

  • January 3, 2017
  • 8 replies
  • 344 views
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.

8 replies

allastair_meffen
Contributor ⭐️⭐️⭐️
January 3, 2017
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
dstokowski
Gainsight Employee ⭐️⭐️
January 3, 2017
Allastair -
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?
allastair_meffen
Contributor ⭐️⭐️⭐️
January 4, 2017
Yes, that is how I am using the report.
jeffrey_coleman
Helper ⭐️
January 4, 2017
That's right: Reports 2.0 presented in a dashboard.
dan_ahrens
Expert ⭐️⭐️⭐️
March 23, 2017
+1 to allowing the opportunity to be a clickable link in Reports 2.0
VP of Customer Success at Forcepoint
brian_cha
Contributor ⭐️
March 23, 2017

wayne_baker
Helper ⭐️
March 23, 2017
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:

meenal_shukla
Gainsight Employee ⭐️⭐️
May 1, 2018
So awesome Mr Wayne!
Outplay. Outwit. Outlast.