dashboard filter
CS Reports & Dashboards
I'm trying (trying being the operative word) to build a dashboard with a common set of filters. But in my trying what I discovered is that (as least as I'm understanding this) if I built a report without a common filter and then tried to include that on my dashboard, the rest of the filtering breaks.
Here's my use case... I want to show overall team retention against a specific CSMs retention. Or total number of open opportunities for the team alongside the specific CSMs number. The total team number should have either no filter or a locked filter to all users, whereas the other reports should respect the global dashboard filter.
Here's my use case... I want to show overall team retention against a specific CSMs retention. Or total number of open opportunities for the team alongside the specific CSMs number. The total team number should have either no filter or a locked filter to all users, whereas the other reports should respect the global dashboard filter.
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Thanks for bringing this up. We are targeting this for Summer release (Aug 17). Will keep this thread updated as we progress.
Venky
It turns out the "paths" are different.
The whole point of a dashboard is to bring together different views of data onto a single page. The dashboard filter should work so long as the filters are common at the [i]end of the filter path. How we get there shouldn't matter.
Thanks!
Thanks
Venky