Hello Everybody, Do somebody has an idea on this?
I want my manager to be able to choose who they 'View As' on the dashboard in his one-on-one meetings with the Account Executives. Still, I also need my manager to be able to click on the rapport from the dashboard to see the details of that specific Account Executive. This is not possible as the dashboard' View As' needs the reports to be set to 'My records'. Then, when my manager clicks on the report, it appears as zero information as he does not own any account. Does somebody know the workaround for this? Or does anyone have an idea for me to achieve this?
Thank you for you help.
You can try Dashboard filters also in this case. If any Dashboard filters are applied, same follows on reports also when you click on view report from Dashboard.
See if that helps.
