Set report hierarchy level on the dashboard settings - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
This idea has been merged into another idea. To comment or vote on this idea, please visit Dashboards: add Org Hierarchy to dashboard.
0  Points voting closed
Merged
Merged

Set report hierarchy level on the dashboard settings

Reports & Dashboards

Report hierarchy levels should be allowed to be set on the dashboard settings for the report. This way, a single report can be created and set to run at different hierarchy levels on different dashboards, eliminating the need to copy a report multiple times when trying to create multiple dashboards. Our org uses an open sharing model where everyone can see everything, but I wanted to create dashboards for each region that summarized only their information. To do this, I had to create 8 copies of 8 different reports, all set to run at different hierarchy levels to filter the data. If I would have been able to create the 8 dashboard reports, then when creating each dashboard select the hierarchy, it would have saved a lot of time and reduced the number of reports that we have on our org.

· Flag

Latest Comment from Salesforce

  • Thomas Tobin - 12 years ago

    If you don't select to save the hierarchy, then the hierarchy will run with the current running user's level. So if you save the reports but don't set the hierarchy, then you only need to change the running user to see views from different hiearchy levels.
  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.