Qrew LegendThere may be a far better approach. Why can't everybody have access to a dashboard where the reports are filtered to their personal preferences.
You canThere may be a far better approach. Why can't everybody have access to a dash port, where the reports are filtered to their personal preferences.
You can have a table of users where the key field is the user ID. On that record, you set the users preferences like which companies they are involved with or which projects they involved with.
then you build relationships from that table down to any of your detail tables were the reference field is a Formula field that calculates to the current user. The formula for that is simply.
User()
then you look up any fields you need from the user table and make one set of filtered reports that filters on the users preference. The magic is that each different user while looking at the same report, and the same dashboard will see a completely different set of results. But that way you only need one report or one set of reports on the dashboard to satisfy all users.
Qrew LegendFurther to that thought, if you have a situation where certain users want to set their own personal focus, then you can provide buttons for them to launch off or record and land on a table of projects, for example and click one, and then return to the dashboard, and they will have set their preferences to that particular project, and then a whole Dashboard for reports will populate based on their selected project. That user preference technique is very powerful.
Thanks for an alternate option. Will have to take some time to digest and test out that method. Yes, one concern after reading your first message is what to do if a Project wanted some custom reports/charts instead of the default.
Thanks for your input again.
Qrew LegendIn that case you could have a Dashboard or Home Page for standard reports and then another dashboard page for custom reports. At least you wouldn't have to keep making the standard ones over and over .
