Scenario:
Ask: One of the Mangers over a large group of CSM's would like a daily morning email that lets him know what CTAs are coming due today for his group.
What I have so far: I created a simple report for him (bar graph since we can't do table (yet...maybe). I created a template in CoPilot and in the Outreach set to the report inside. [On the report itself I have it set to a custom filter called Manager that we created so that everyone that reports to him, he can see. Makes keeping up with Dashboards a lot easier now.] However, my problem is that 'Manager' isn't an option as a filter when setting the Dashboard. And I either have to set it to an account or contact. And when I do either of those - it throws the data in the report that I'm trying to send him.
Question: Is it possible to add the 'Manager' filter (or other filters) to the filter options? Or is their a work around so I can send him this daily dashboard?
Any help and feedback is greatly appreciated! This community is awesome! 🙂
Best answer by hitesh_sharma
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