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  • fbandini
    Junior Member
    • Aug 2016
    • 9

    Report

    Hi,
    I would like to know if exist a possibility to have in dashboard a report evaluated with current user, such as the cases related to contact assigned to current user.

    Thank you.
  • yuri
    Member
    • Mar 2014
    • 8562

    #2
    Hi,

    1. Admin has to create Report with Runtime Filter "AssignedUser"
    2. User has to add Report dashet (admin also can do it for particular user in user's preferences)
    3. Set runtime filter to current user.

    But this approach has a disadvantage that users are able to see the report for another user if they change runtime filter.

    The solution is not very elegant: is to create different reports for different users. Reports will be assigned to different users and role will control access to make users to be able to see only Own report.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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