I have a requirement to schedule and Email reports to Area Manager on 15th of every month. Each Area manager should only see the store details belonging to him. There are around 10 Area mangers. So I have to filter the report induvidually each time Area manager='XYZ' and send it to XYZ. Is there any way to achieve this in Report builder.
Thank you
2 respostas
Are your stores set up as Accounts? Are the Area Managers set up as record owner for each store? Are you using Account Teams or Role Hierarchy? If so, you can use the standard report filters to show "My accounts", "My account team's accounts", or "My team's accounts".
