1. Copy the ID for the type of record by which you want to filter your report (in this example, an account). To do so, view the record and copy the 15-character ID from the last part of the URL. For example, https://na1.salesforce.com/001200030012j3J.
2. From the Reports tab, create the report you want by either customizing a standard report or creating a custom report.
3. Filter the report by the record ID you copied. For example, “Account ID equals 001200030012j3J”.
4. Run the report to verify that it contains the data youexpect.
5. Click Customize.
6. Click Save or Save As to save the report to a public folder accessible by the appropriate users. Save doesn’t create a custom report, whereas Save As does.
7. Run the report and copy the report’s URL from thebrowser.
8. Begin creating your custom link. Set the Content Source field to URL. In the large formula text area, paste the report URL you copied. Remember to omit the domain portion https://na1.salesforce.com.
9. Add the custom link to the appropriate page layouts.
10. Verify that the new custom link works correctly.