Save time tailoring your master report to each individual by automatically filtering your reports based on your users, region, and more. Add a filtered Salesforce report to a document embedded in a Salesforce record. Embedded reports dynamically filter based on the record’s data.
Required Editions
| Available in: Lightning Experience |
To embed a document in a Salesforce record, add the Quip Document component to your page layout.
-
In a template, enter @Salesforce Report.
Tip Any document can be used as a template. Add mail merge syntax to auto-fill your document with information specific to the Salesforce record on which it’s embedded. - Select the report you want to add to your template. Click Next.
-
To view and edit your report’s existing custom filters in Quip, click the pencil
icon.
Note Only custom filters are supported in imported Salesforce reports. - Under Advanced, select the checkbox Reapply filters based on the Salesforce record. This setting is what enables dynamic filtering. For example, a report filtered by Account Owner and added to a user’s record would refilter based on the accounts owned by that user.
- Use mail merge syntax to update the filter’s Value. Using the Account Owner example from above, to filter a report by the Account Owner, enter [[Account.Owner.Name]].
- Click Apply. You can apply up to 20 filters to your imported report. After you’ve configured your report’s filters, click Next.
-
To keep your report updated with the latest Salesforce data, select Live
Data.
Note After opening a document, report data automatically refreshes approximately every two hours for up to 36 hours. After the document is open for 36 hours, you can manually refresh the report data by clicking Refresh Now.
- To show a summary view of the report and improve report performance, select Hide detail rows. Click Done.
Your templated report is ready to use. Add your template to different Salesforce records to have your report’s filters dynamically reapply.