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Agent Workspace Report - display user running report — Cloud Customer Connect
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Agent Workspace Report - display user running report

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edited Sep 1, 2020 7:20AM in Reporting & Analytics for B2C Service 2 comments

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Hi all,

I have a requirement to run a report based on the Contacts table, and at the end of the report I should output who ran the report.

So it needs to look something like:

Name Address Qty Total
John Smith 123 Main St Mainville 2 10.00
Jane Smith 456 Other St Sydney 6 25.00
  Total   35.00
Report run 1/Sept/2020 by Admin User

The trouble I am having is that the table above has data based on Contacts and Orders, but the report run statement has data based on the currently logged in user.  For this reason I can't just add the Accounts table to the report data structure (or add a filter to the report for the currently logged in user).

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