Create a Report for CSMs about their CTAs

  • 1
  • Question
  • Updated 1 year ago
  • Answered
I'm trying to create a report to go on the CSMs dashboard about open CTAs of a specific type. However when I went to create the report I realized there is no "owner id" field on the CTA dataspace. Instead, it's just a string for the "Assignee" but I can't use that to filter by Current User to make it work on a CSM page.

Does anyone have a work around for this?
Photo of Dallis King

Dallis King

  • 752 Points 500 badge 2x thumb

Posted 1 year ago

  • 1
Photo of Marcelo

Marcelo, Champion

  • 3,412 Points 3k badge 2x thumb
You could create your own dataspace (clone it from CTA) and add the CSM data to it.
Photo of Dallis King

Dallis King

  • 752 Points 500 badge 2x thumb
I guess I could, but that wouldn't stay updated as new CTAs are created right? I would have to keep re cloning it?
Photo of Marcelo

Marcelo, Champion

  • 3,412 Points 3k badge 2x thumb
Those are like views in a database, you are just configuring what data is available in that dataspace, it doesn't contain the data itself.
Photo of Dallis King

Dallis King

  • 752 Points 500 badge 2x thumb
Oh amazing. I understand. Thank you!