Prompt for Contact, then use Contact in Report Filter

Matt Henson

Is it possible to setup a report that, when ran, it prompts the user for a Contact, and then uses that Contact in the report filter?

Is it possible to use a 'prompt then filter' in a Grid without hard coding the contact info in the filter?

Ramzi K

Not exactly a prompt, but you can:

• Set up a column with a dropdown list
• Select a cell to use as your selected value
• Create a helper column of type checkbox and put a formula in it that checks the box when the value in your Contact column matches the selected value in the dropdown cell
• Create a filter that filters on the helper column being checked.

I hope that helps.

Cheers,

Ramzi