Home Page customization picking on field and having reports populate
Hello All,
I am trying to figure out a way for my sales people to pick a particular client and then have a bunch of reports populate based on that client. So you would go to the home page, select a client and then the 4 reports on my page (like YTD sales, YTD unit, etc) filter and populate for the chosen client.
I know you can created a report where a field can be filtered/selected by the user and then it will populate that particular report only with that clients information.
How do I translate that type of reporting to pick a client at the top of a home page and have it populate specific reports set on that page with the client as a filter? Is that possible? Automation maybe?
Thank in advance for the help.
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Jennifer Silberstein
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I am trying to figure out a way for my sales people to pick a particular client and then have a bunch of reports populate based on that client. So you would go to the home page, select a client and then the 4 reports on my page (like YTD sales, YTD unit, etc) filter and populate for the chosen client.
I know you can created a report where a field can be filtered/selected by the user and then it will populate that particular report only with that clients information.
How do I translate that type of reporting to pick a client at the top of a home page and have it populate specific reports set on that page with the client as a filter? Is that possible? Automation maybe?
Thank in advance for the help.
------------------------------
Jennifer Silberstein
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