Description
How to pass URL parameters to set filter values in Lightning Experience reports. When linking to reports or when bookmarking a report, add filter value parameters to the URL to customize how the report filters when opened. For example, bookmark your opportunities report and add a filter value parameter to specify whether you see New Business or Existing Business.This feature is new in Lightning Experience. Periodically throughout your day you check your opportunities report, and after opening it, you always edit a filter to show New Business or Existing Business. (The Type filter includes both New Business and Existing Business by default.) Instead of loading the report, editing the filter, and reloading the report, create two bookmarks. One with a filter value parameter for New Business, and one with a filter value parameter for Existing Business. Take note of the opportunities report URL.
Key Steps
- Identify Your Report URL: Locate the report link, for example:
https://na1.salesforce.com/one/one.app#/sObject/00OR0000000PCHYMA4/view. - Understand Filter Value Parameters:
fv0represents the first field filter in the report.- Append the parameter with a value, e.g.,
&fv0=New%20Business(use URI encoding for spaces).
- Example Full URL:
To filter for “New Business”:https://na1.salesforce.com/one/one.app#/sObject/00OR0000000PCHYMA4/view&fv0=New%20Business. - Best Use Case:
Create bookmarks for different filtered views (e.g., one for “New Business” and another for “Existing Business”).
Limitations
- Only field filters can be modified (not standard or chart filters).
- Operators like
greater thancannot be changed via URL. - No new filters can be added using the URL parameters.
This functionality is a quick way to streamline repetitive reporting tasks while ensuring consistency.
For further details, check the Salesforce Spring ’17 Release Notes: https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_rd_reports_filter_url.htm
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