Is it me or everyone face issues when it comes to reporting on accounts from campaign ?
I am trying to see all the accounts related to a campaign
I do not see a report where I can pull campaigns with reports :(
Is there something I am missing ?
Attribution to: Rao
Possible Suggestion/Solution #1
So this was my approach
Step 1: Created a lookup between Accounts and Campaigns
Step 2: Created a custom report and related Campaigns with Activities
Step 3: Created a report with custom type Challenge : This report filter does not have link to the account__c it has only account.name :(
My requirement was to pass the accountID to the report's pv0 and generate a report Reason: Conga button passes over the accountID to the report and generates the data on the report.
Solution: conga fortunately lets you pass the pv0 as an optional param :
I passed the accountname to the pv0 of the report = '00OK0000000FaWU' related to the accountID passed to the button by a VF page.
https://www.appextremes.com/apps/Conga/Composer.aspx?
SessionId={!$Api.Session_ID}
&ServerUrl={!$Api.Partner_Server_URL_210}
&Id={!Account.Id}
&TemplateId=a25K0000000D6wF
&FP0=1
&ReportId=00OK0000000FaWU?
pv0={!Account.Name} (do not give the line break here as I did the button will break there should be no line break, I did it to highlight the pv0 part) &DS7=13 &OCNR=1
If someones wondering about how to pass value to a standard button look below :
Use the URLFOR function and pass the value to the button
button name : Conga_Composer_temp ( not the label)
<apex:commandButton value="Export Report"
onclick="openConga()"/>
<Script Language="JavaScript">
function openConga() {
window.open('{!URLFOR($Action.Account.Conga_Composer_temp,Account_Id)}', '','scrollbars=yes,menubar=no,height=800,width=700,resizable=yes, toolbar=no,location=no,status=yes'); }
</Script>
Phew !!!! Hope this helps someone who wants to design a custom report using conga :/
Attribution to: Rao
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/4481