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Question

Report that filters correctly

  • November 3, 2021
  • 1 reply
  • 13 views

Hello All, 

I have a report Added to the CSM dashboard called renewals. 

The logic currently allows CSMs to filter their renewal dates and the results show correctly. 

However, if a manager goes to that dashboard and runs a filter choosing another user and putting a specific CSMs name it comes up as NA. 

The reason why this is happening is because the manager has no account assigned. But i want it so that when a manager filters for Jon Doe the filter should all accounts associated with Jon Doe up for renewal.

1 reply

heather_hansen
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  • 954 replies
  • November 3, 2021

@Darshil I would guess it has something to do with the field your filter is pointing at.  It might also help to clear the filter and try again.


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