Better way to parameterize Salesforce reports

Question

• I have created a new Salesforce report, added AccountID in the filter and left it blank.

• Then while generating the report url I append pv0 at the end with AccountID

https://mydomain.salesforce.com/[Report_Id]?pv0=[AccountID]

This looks like a hacky way. Is there a better way to generate parameterized reports?

Answer 1

Below is a screenshot of a report criteria. There are three fields in the criteria that you will need to pass data to in order to fully control the criteria.

pc0: Corresponds to the field in the report criteria.

pn0: Corresponds to the operator in the report criteria.

pv0: Corresponds to the value in the report criteria.

These inputs are 0 based that means that you will access the first set of filter fields using 0 (e.g. pc0, pn0, pv0). As you add more filters, you just increase the number (pc0, pc1, pc2...).

Now to the operators. Here are the values that Salesforce is expecting:

eq = equals ne = not equals lt = less than le = less than or equals gt = greater than ge = greater than or equals co = contains nc = does not contain sw = starts with in = includes

You can then append filter parameters at your leisure.

"/00OU0000000aYlZ?pc0=ACCOUNT_ID&pn0=eq&pv0={!Account.Id}&pc1=WON&pn1=eq&pv1=TRUE

For details click: hacking-cross-filter-reports

Answer 2

You can use few filters

pv0 = Account Id
pv1 = AccountType
pv2 = Custom field

This way you can construct url

/ReportId?pv0={!Account.Id}&pv1={!Account.Type}&pv2={!Account.Key_Account__c}

You can add like this.

Source: salesforce-reports-url-hack

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Updates

/00O18000000Ldis?
ptable0=0721800000021Nf
&ocond0=w
&rtable0=CampaignMember-Campaign
&rtablecol0=Contact
&sfpc0_0=Name
&sfpn0_0=eq
&sfpv0_0={!Campaign.Name}

Notice the ptable0 is not a literal text such as ACCOUNT_ID, it's an Id. You can find it easily in chrome (right click on the filter and click inspect element) if you apply the cross filter to explore what values you need. You'll have to scroll up a bit until you see a bunch of

Just remember to remove the cross filter when you save the report.

Source Dynamic Report using Cross Filters