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Question

Filter Request For Report Bulider

  • February 9, 2017
  • 0 replies
  • 13 views

steve_davis
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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.