Forum Discussion
Same Report Filtered On Different Teams Pages
jondurbridge I'm very confident that you can use one report and take advantage of RLS to filter based on who is looking at the report.
Assuming you have 3 users, 2 belong to one team A and 1 belong to another team (Team B), you can implement the RLS that if Team A user is looking than what he can see and the same report if use from TEAM B is looking, he can see the same report but rows are filtered out what he is not supposed to see.
There are a lot of options available using 1 single report, viewed by different users/teams.
Unless I'm missing the obvious here
What we have is multiple customers, and then multiple staff who may access
So we could have all members of staff needing to access each customers report.
What we definitely have to have is
Teams Page For Customer A - Only show customer A in the report - regardless of who views
Teams Page For Customer B - Only show customer B ........
I just need to find something where the teams page where the report is embedded is the trigger for the filter, and not the user accessing
jondurbridgeTeam Page A and Team page B has similar visuals, you don't need two pages because two different sets of users are looking at the report, you just need one report page and use RLS and the same page will filter the data who is viewing the report. As mentioned previously it is your RLS logic that will drive everything.
Spend some time reading out RLS before you ask further questions. Just an advice.
Im not sure you are understanding fully here
Users A,B,C,D,E,F etc... All need to access Customer A,B,C,D,E,F etc
But on a teams page for customer A - only customer A should be showing, regardless of which username is accessing this report.
It is therefore impossible to use RLS based on the user, because the differential is the customer, not the user
You cannot use URL filters either, according to this article
