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sumit d
Apply filter to certain reports not all reports in dashboard
Hi All,
The problem I am running into is that I am trying to create a single dashboard with a filter that each user can toggle to their name rather than create a new dashboard for every rep.
With the first four reports, this is easy to accomplish as they are all opportunities reports and a simple “opportunity owner” filter will suffice. The last report is a lead with converted leads report, but I’ve built a workaround by creating a checkbox field so that it will only show leads where the matched account owner = the name of the user. However, when I add this lead to the dashboard, the ‘opportunity owner' filter automatically gets applied to the report when I would prefer no filter to be applied
The problem I am running into is that I am trying to create a single dashboard with a filter that each user can toggle to their name rather than create a new dashboard for every rep.
With the first four reports, this is easy to accomplish as they are all opportunities reports and a simple “opportunity owner” filter will suffice. The last report is a lead with converted leads report, but I’ve built a workaround by creating a checkbox field so that it will only show leads where the matched account owner = the name of the user. However, when I add this lead to the dashboard, the ‘opportunity owner' filter automatically gets applied to the report when I would prefer no filter to be applied
It is not possible to apply the filter on only one component on dashboard, it will be applicable for all the components present on the dashboard
Regards