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Runtime filters by logged in user for dashboard

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  • Runtime filters by logged in user for dashboard

    Is there a way of having a runtime filter by the user for use in dashboards?
    Looking to have a report on the dashboard showing accounts assigned to the user.

  • #2
    Hello!
    Using the Advanced pack you can create a list report to see assigned users to accounts. Then you can attach this report on the dashboard.
    This can be helpful:
    1. https://www.espocrm.com/documentatio...guide/reports/
    2. https://www.espocrm.com/video/reports-and-analytics/
    3. https://www.espocrm.com/tips/dashlet-configuration/
    4. https://www.espocrm.com/video/dashboard-and-dashlets/

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    • #3
      Hi Maximus, sorry if I was unclear the question is how to have the report customised to each persons dashboard. Ie on Jim’s show Jim’s accounts and Sams show sams accounts..

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      • #4
        Try to create a role for viewing the reports. Make access to read only own reports. Assign this role to the user.

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        • #5
          Hi Maximus - I'm looking for something automatic so that there isn't a manual task for each user that joins the system. Is that not possible?

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          • #6
            It is not possible. Each user should do his own report manually.

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