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Linking Reports to associated P360s

Related products:CS Reports
  • August 6, 2025
  • 1 reply
  • 7 views

mmeagher
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The functionality to view a report and link (for an end user to subsequently click) on a specific Company or Relationship & be taken to it's respective C360 and R360 is currently available.

This functionality does not exist for P360.

For example, if I create a report with “Company Name” as a column - each Company Name will link to the respective C360. If I create a report with “Person Name” as a column - this will not link to the respective P360 - it will only appear as plain text.

1 reply

jenlpro
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • September 25, 2025

Without this capability, I feel like P360 adoption is impossible. It’s so rare that our users are going to the Contacts tab on a C/R360 to find People records. They’re much more frequently looking at Dashboards that tell them which stakeholder(s) they need to engage with across their BoB.