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xiumi_hou's avatar
xiumi_hou
Icon for Post Partisan rankPost Partisan
1 year ago

RLS with direct and indirect report

Hi There,

 

I am creating a report and involve direct and indirect report, and i want the people to login and see their direct report and have a way to see their underneth reporting people teams performance as well as the individual performance. have two question:

 

1.Why when I use filter it works, by the RLS not works to all the visuals?

2.Is there any example dashboard that can be a reference for me on how to present the data?

2 Replies

  • bigarabuza's avatar
    bigarabuza
    Frequent Visitor

    Not sure if you came by this video by Christine Payton. She demonstrates an RLS based report similar to what you're looking for.

    • xiumi_hou's avatar
      xiumi_hou
      Icon for Post Partisan rankPost Partisan

      bigarabuza Thank you, that is helpful. Specifically, I am not looking for all individuals in a single graph. For example, if I am the CEO, when I log in, I should see all the people who report directly to me, along with their performance, as well as the performance of the teams they manage. If I am interested in one individual, I can click on that person to see what they see, and the same applies to the underlying reporting hierarchy.