I am trying to make similar CTA dashboards for our section
managers as we have on the manager and rep level. The rep reports are based on Owner
ID = Current User and on the manager reports are based off of My Direct Report
= Yes. I have tried hard coding the managers in the filter logic and was hoping
to have reports Sort By one of our manager fields. This way when the Section
Manager is looking at the report they see a column for each one of their
managers instead of every rep that reports to one of their managers. I keep
getting an error message saying I "cannot drop this field into group by fields". Any suggestions for report
building for section managers?
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Hi Martha, Thank for your post.
Am I following correctly that you are creating a different dashboard for each section manager and applying custom filter to filter by each manager that reports to the section manager?
Can you also please elaborate on the when and which field do you get the error '"cannot drop this field into group by fields'. Is it during a sort of group by.
Thanks,
Gaurav
Am I following correctly that you are creating a different dashboard for each section manager and applying custom filter to filter by each manager that reports to the section manager?
Can you also please elaborate on the when and which field do you get the error '"cannot drop this field into group by fields'. Is it during a sort of group by.
Thanks,
Gaurav
Hi Gaurav,
Ideally, I would want to create one dashboard at the section manager level. On the manager level I use the filter "My Direct Report" so the dashboard can be used by all the managers. I tried replicating the dash and grouping by account owner's manager or other like fields. I was able to make similar dashboards in Salesforce for the Section Managers with an Accounts with Calls To Action report type.
Ideally, I would want to create one dashboard at the section manager level. On the manager level I use the filter "My Direct Report" so the dashboard can be used by all the managers. I tried replicating the dash and grouping by account owner's manager or other like fields. I was able to make similar dashboards in Salesforce for the Section Managers with an Accounts with Calls To Action report type.
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