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Change / Update the Saved Report link the Customer Dashboard link

edited Apr 13, 2024 12:41AM in Ask A Guru 17 comments

Hi All,

When we open any customer and click on the dashboard icon, you will be able to see the multiple information with the Customer, KPI and Customer Dashboard links.

Now I want to Change the redirection link or update the link for the Open Sales Order report, but if I click on the customise it gives me the option to add/remove the fields but that report is not attached to the customer dashboard link of the Open Sales order report.

Customer Dashboard Links:

Default/Standard Open Sales order report:

Customised Open Sales order report:

Irrespective of creating the new report it's always opening the Open Sales order report, does anybody have the idea to change the link for the dashboard at the Customer dashboard link or to add the new report link here?

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