View and Print Reports Macro Button from Organisations/People Record forms
It would be really useful if you can add a macro button on forms layouts that can open a specific report, set criteria/filters (like date range etc) on the report so you can run, preview and print a customer specific report on that company you are currently in without closing the organisation report, open reports, find the report you want and set the filters manually.
It would so much easier if you can run customer specific reports straight from the organisations record so you can quickly see customer's activity, invoice or case history on custom reports.
Stephane Akmel commented
Good afternoon Brian,
This functionality is already possible by creating a Custom Field of the Type 'Report' - checking the 'Show as Tab' setting on the Field, and adding a constraint such that the ID of the Organisation you are looking at matches the ID of the Organisation within the Report as a whole.
The above forum post contains an example you can work through - this is actually looking at the Case Record Type, but the principles are the exact same.