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Automatic Financial Statement Department Filtering
We are looking for a way to produce an income statement that automatically knows which department the user is coming from when they run the report and then the report will filter the access to the data based on that department.
We don't want to have to define a report for each department with the filter definition hard coded into it. That seems cumbersome and difficult to manage.
When we set the filter for a Department column on a financial statement, we can select "All", but we can't seem to select "Mine"...
We have created an Executive Reporting Center role for all of our management reports. But this role is restricted not by Department, but by user through the assignment of that Role to their employee permission. Hence, we don't want to restrict access to this Executive Reporting Role to a particular Department because that would mean w need to create a Role for every department.