I have created a renewals dashboard that pulls in data from both the Company and CTA objects. When I view the dashboard myself, it looks correct based on all the filtering criteria I applied to the reports. But when other CSMs view the dashboard all of the CTA based widgets display way more data than they should (like old CTAs that are closed, for inactive accounts, or not related to renewals at all), so they're not obeying the report filters.
I have a ticket in for this and suspect that part of it may be due to the fact that we have conititional sharing rules set up at the Company level but not for CTAs, but that still doesn't explain why the dashboard shows up correctly for me (an admin that isn't affected by those conidtional rules) and not the rest of my team.
Any ideas?
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Best answer by keith_mattes 27 September 2019, 20:06
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