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USABB_Data's avatar
USABB_Data
Icon for Helper II rankHelper II
5 years ago
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End Users - Track Where I left off on a Report

Our sales team uses PBI reports while interacting with customers.  It allows them to see data easier/quicker/more robustly than our current CRM.    Anyways, a question has come up if it's possible ...
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  • GilbertQ's avatar
    GilbertQ
    5 years ago

    Hi USABB_Data 

     

    As it stands today there is nothing out the box.


    The only thing that springs to mind is to make sure that report settings allow persistant filters

     

    I would then get the users to filter their report using the filters and filter it out to the customer that they have last worked on.


    When they come back to the report they can then see where they were

GilbertQ's avatar
GilbertQ
Icon for Super User rankSuper User
5 years ago

Hi USABB_Data 

 

As it stands today there is nothing out the box.


The only thing that springs to mind is to make sure that report settings allow persistant filters

 

I would then get the users to filter their report using the filters and filter it out to the customer that they have last worked on.


When they come back to the report they can then see where they were

USABB_Data's avatar
USABB_Data
Icon for Helper II rankHelper II
5 years ago

Thanks.  Just to clarify, that setting should not be selected, correct?  It says Don't allow so I want it unchecked right?