Filters and Hyperlinks

What are Report Filters?

Each reporting category in CaliberMind focuses on different parts of your database. If you're looking at on Opportunity Report, for instance, you eventually may wish to filter your report by "Opportunity Type", such as 'New Business' and 'Renewal'. Report filters are designed to do just that! As you can see in the report below, we're looking at a specific campaign id 70150000000y2OMAAY. Since this report is inspecting a campaign's performance over a certain date range -- we may wish to share or hyperlink to versions of this report looking at different campaigns over different date ranges.Filters can also be modified in line, saved as a default, or saved in a setting in a new report.

Base URL

https://my.calibermind.com/analytics/report/campaign-detail

Filter (query string)

campaign=70150000000y2OMAAY

Query Parameters

  • Looking up campaign performance by URL:
    • ? - Starts a query parameter in the URL string, only one may be used in a URL and it should be placed directly after the base url.
    • & - listed in between filters and after filter values
    • = - listed after filters
https://my.calibermind.com/analytics/report/campaign-detail?campaign=70150000000y2OMAAY

Formula fields in Salesforce

Include formulas on Accounts, Leads, Contacts, Campaigns, and more!

  • The example below would open up the [CaliberMind ABM - Activity Overview Report] in a new window from an account record and display a hyperlink "View in CaliberMind":

This example looks an account up by web domain:

HYPERLINK("https://my.calibermind.com/analytics/dashboard/abm-engagement/report/activity-overview?company_domain=" & substitute( substitute( substitute(Website,"https://","") ,"http://","") ,"www.","") ,"View in CaliberMind")

This example looks an account up by Account Id:

HYPERLINK("https://my.calibermind.com/analytics/dashboard/abm-engagement/report/activity-overview?company_id=&CASESAFEID(Id)" ,"View in CaliberMind")

Here's what and admin and a user will see when you've configured a CaliberMind formula field in SFDC properly:


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