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New Idea

Default Account Id in reports

Related products:CS Reports
  • August 14, 2016
  • 1 reply
  • 51 views
brandon
kendra_mcclanahan
elizabeth
dan_ahrens
elena_painter
  • brandon
    brandon
  • kendra_mcclanahan
    kendra_mcclanahan
  • elizabeth
    elizabeth
  • dan_ahrens
    dan_ahrens
  • elena_painter
    elena_painter

einat_pick
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 55 replies
Since the AccountID is required in most (all?) of the reports, it will be great if this can be added by default.

1 reply

karl_rumelhart
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  • Helper ⭐️⭐️⭐️
  • 460 replies
  • August 14, 2016
Two comments here.  First, while in Rules Engine it is true that Account ID is typically required, that is actually not the case in Reporting.  To pick just one example, it would be quite normal to build a report of open CTAs by CSM.  No Account fields used at all.   Second, while we do pick default Account lookups in some situations, it is actually trickier than it sounds because there can be more than one account lookup on an object.  This is why in Rules Engine there is an option to switch which Account ID is used.  

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