Dynamic Salesforce Report via Button on lightning Page #inSalesforce

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Create dynamic Report

Select the Report tab | Select New Report | Report Type | Opportunity | Click the Create Button to create a report | Name the Report | Add the Filter as necessary . Additionally, you will add AccountId equals blank since Dynamic filter does not contain any value (its picked up dynamically) | All Opportunities grouped by Stage and all time | Save and Run



Create a button like name it here Oppty via Stage -

Display in new window, copy the report link you created like here for me its - https://d5g000007pmpgeai-dev-ed.lightning.force.com/lightning/r/Report/00O5g00000F8sveEAB/view?fv0={!Opportunity.AccountId}. Here ?fv0={!Opportunity.AccountId} is added . This is based on the filter provided in the report filter, Detail Page Button



Add the button in the lightning layout that is in Salesforce Mobile and Lightning Experience Actions section




Visual: https://www.youtube.com/watch?v=vHqbJQ43GNg

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