Using the Profitability Reporting Widget

You can embed a widget onto the Account and Product detail page to view a tabular report of the current record's profitability. To do this, ensure that you are logged in as System Administrator then:

  1. Run the profitability report that you want to use. This can be a Salesforce report you have created yourself or one of the reports supplied in the Accounting Reporting Expansion Pack. The report must have at least one aggregatable column and 1-3 row groupings.
  2. Copy the ID from the URL in your browser's address bar. For example, if the URL is https://xxx.salesforce.com/00O24000001kUb6 the ID is the string after salesforce.com/. In this example the ID is 00O24000001kUb6.
  3. From Setup, click Develop | Custom Settings then click Manage next to Accounting Settings .
  4. Paste the report ID into the Profitability Report ID field.
  5. Customize the page layout for the Account object. Add a new single-column section and drag the Visualforce Pages component AccountProfitabilityReport into this new section. Save your changes to the page layout.
  6. Customize the page layout for the Product object. Add a new single-column section and drag the Visualforce Pages component ProductProfitabilityReport into this new section. Save your changes to the page layout.

Now when you view the Account or Product detail page, a table will display the profitability report for the account or product record being viewed.

You can embed the widget onto another object's detail page but doing so involves creating a Visualforce Page specific to the chosen object. Full instructions are provided in Using the Profitability Reporting Widget with Custom Objects.