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Alternative Solution To Using User Organization Hierarchy Based Login

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edited Mar 8, 2021 1:21PM in Reporting & Analytics for Sales 1 comment

Summary

Alternative Solution To Using User Organization Hierarchy Based Login

Content

Hi,

We're having issues with using User Organization Hierarchy Based Login filter in our analysis because of the issue that the Internal Resource Organization Hierarchy should not have orgs that don't have members (they're empty basically). It would require a big clean up before we can make our sales org hierarchy close to perfect and we need to use the hierarchical reporting capability of OTBI.

 

Is there an alternative way to get the data I want based on a hierarchical structure by using other filters?

For managers, I want to get the pipeline data from all the reps under them.

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