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CasieMasters's avatar
CasieMasters
Qrew Cadet
7 years ago

Adding a regular report to an ""Is Current User"" reporting role

I have my Sales Rep roles to all display reports where "is current user".  I just created new summary reports for each of them and need to display those reports on their dashboard.  Where do I select ...
reports and charts
CasieMasters's avatar
CasieMasters
Qrew Cadet
7 years ago
I created the Current User field but now it's not showing any results at all, even when I test as.  The only data in the table that could correspond to what rep it is, is the related employee field.  I'm confused as to how I connect the Current User to the related employee?