If you want the reports to display only the current user's data and not rely on the dashboard global filter, you can adjust the report filters to include the condition GSID = Current User. The same approach can be used for the CSM or Owner fields. We have successfully used this method in some of our forecasting and goal-related reports. However, I would not recommend this approach if there are any valid use cases for the CSMs to view data related to other users.

​@Molly.McQ  Thank you so much! I applied it to our CSM’s dashboard, and it worked vs going into each report. 

Is there any way to go beyond this and default dashboards to show a users team?



 

Hey, ​@HenryHace, yes, global filters are definitely preferred for flexibility in slicing and dicing the data as desired without limiting access. 

I'm not aware of a way to set a default Team at the dashboard level. At least, not how our data is structured (Team is not in the first lookup). We use a global Team filter and users select and save the applied dashboard filters as desired. We haven't had any complaints related to these changes not sticking, and if the filter settings don't stick, as you’ve reported for your team, this approach would require that they reselect their team to apply the dashboard changes. 

​@HenryHace are you tracking the User’s Manager? We’ve got a few dashboards with the Manager field as an option, and we have our CSM Leads set the global filter as CSM Manager = Current User.

We have others too where we also have a named field on the Company for the CSM Lead and they use that sometimes as well as there isn’t always a perfect correlation between Manager and CSM Lead. Either way (or both) could work for your managers.

​@Molly.McQ Appreciate your responses thank you!

​@jason_metzler Thank you for your response. This is also really neat. Does this only work if the dashboard is for CSMs or leaders ONLY? Unfortunately, I am unable to test on my end and wondering if the two filters can’t coexist on same dash. Thank you!

You could implement both fields as global filters, allowing users to select the option that best aligns with their role.

Alternatively, you could create duplicate dashboards with role-specific filters and set permissions accordingly. This approach would require either manual assignment or leveraging a field (or fields) to automatically filter the correct user type for dashboard access.

Duplicating the Dashboard is the recommended approach as you will eventually be building reports differently for them and you’ll want to keep them clean from each other.

Also recommend you develop auto assignments. Meaning based on a user role when you enter the user into the system you sleect their role which will drive what user group they go into automatically and then each user group is assigned to each dashboard.

​@jason_metzler ​@Wayne Thank you both for the suggestions. I think duplicate dash is way to go. 

Just in case, ​@HenryHace 
If you are using SSO you can log in impersonating other users to check how things work on their end.

​@romihache Thank you for the tip!