Report Filter Assigned User = me

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • qpoint
    Member
    • Aug 2021
    • 42

    #1

    Report Filter Assigned User = me

    Hi,

    We are deploying dashboards for sales reps and find that given the way filters work for Assigned User, that everyone has to configure every dashlet themselves in order to get the view applicable to them. Further, everytime a dashboard template is redeployed, the end user settings are wiped, and every dashlet has to be set up all over again. There are 10+ dashlets.

    Is there any way to create a report where the Report Filter can be set as Assigned User = me? i.e. the currently logged in user that is viewing the report.

  • dreginald
    Senior Member
    • Sep 2018
    • 147

    #2
    I am also looking for such a solution. Can anyone suggest. I need filters for My Opportunities, My Cases, My Invoices

    Comment

    • yuri
      Member
      • Mar 2014
      • 9076

      #3
      It's possible with a complex expression filter.

      Hello, I try to create a grid report to display the Stus of all tasks assigned to the actual user. The Idea is to display this in the dashboard, so that every Team men¡Uber has an overview of all the assigned tasks. We have it already for all tasks within the team, bit I can't setup the filter correct so that the report is
      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.

      Comment

      Working...