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Customize Case Reports Summary and Detail

edited Feb 21, 2020 1:20PM in Ask A Guru 4 comments

I need help ensuring my Custom Detail Report is always directed to the my Custom Summary report. Can someone suggest what I may be missing?

I created two Custom Reports:

  • Cases by Customer Summary
  • Cases by Customer Detail

The Cases by Customer Summary Drill Down Report is Cases by Customer Detail.

If I execute the Cases by Customer Summary and click View Detail then click View Summary on the Cases by Customer Detail report, I am returned to the Cases by Customer Summary report.  – expected behavior. I have included a file with screen shots.   

If I execute the Cases by Customer Summary and click View Detail with right mouse button and Open in a new Tab then click View Summary on the Cases by Customer Detail report, I am returned to the Cases by Customer Summary report.  –

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