Question
Filter Request For Report Bulider
Team,
I have a customer that would like to request the ability to create a filter like this in report builder. I've asked the customer to comment more information below. I will let the client elaborate a bit more into the thread.
Is there a way to filter to Opportunities Created by "Account Owner" when the current user is the manager of the CSMs? Basically, sort created by = account owner when account owner != current user.
I have a customer that would like to request the ability to create a filter like this in report builder. I've asked the customer to comment more information below. I will let the client elaborate a bit more into the thread.
Is there a way to filter to Opportunities Created by "Account Owner" when the current user is the manager of the CSMs? Basically, sort created by = account owner when account owner != current user.