Runtime filters by logged in user for dashboard

[olof]

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.

[Maximus]

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/

[olof]

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..

[Maximus]

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

[olof]

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?

[Maximus]

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

[sip63]

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?

I achieved this using a complex expression in the filters where Utilisateur Assigné (ID) is Assigned User (ID)

But it seem not possible to achieve the same with teams because on N-N relation... Which is very disappointing especially for a paid feature.