Similar to how single object reports work on a contact, company, or deal record, where the information is filtered down to the current record associations, we would like to have this support for custom reports, specifically pivot tables. This is key when it comes to organizations like nonprofits that need to report on specific financials and campaign-related information in regards to a contact or a company.
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Dynamic report cards to Record Customisation | 2 | 649 | August 28, 2025 | |
| Report/Segment/Filter - records from Custom Object and its association | 0 | 987 | August 13, 2021 | |
| Add Associated Records dropdown filters in Reports and Dashboards (like in Index Views) | 2 | 666 | November 26, 2025 | |
| Attach a Report to a Contact Record | 4 | 1321 | September 11, 2023 | |
| Jump to Record for Custom Reports | 0 | 164 | July 17, 2025 |