Setting up PSA Reports

If PSA Reporting Expansion Pack is installed in your organization and you have permissions to do so, you can create custom buttons that run your PSA reports and add them to the page layout for the appropriate object.

To create a custom button that runs a PSA report:

  1. Click the Reports tab and open the report that you want to create the button for.
  2. Copy the Salesforce id of the report from the URL displayed in your browser.
  3. From Setup, click Create | Objects.
  4. Click the label of the object to which you want to add the button.
  5. Click New in the custom buttons or links section.
  6. Enter a label, name and description for the button.
  7. If the button is to appear on the detail page for the object, click Detail Page Button. If the button is to appear on the list view of the object, click List Button.
  8. If you want the report to be based on a field in a particular object:
    1. Select the object, that contains the field to which the report is to be based on from the Select Field Type drop-down list.
    2. In the large box at the bottom of the form, enter the ID of the report followed by the API name of the object and the field to which the report is to be based on in the following format:/ReportURL?pv0={!APINameofObject.APINameofField}
      Note
      ReportURL is the ID of the report that you copied earlier.
  9. Complete the remaining fields and click Save.
  10. Add the button you your page layout as described in the Salesforce Help.

Concept Information

PSA Reporting Expansion Pack

Reference Materials

Default PSA Reports

Default PSA Dashboards

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