CRM On Demand - Reports and Dashboards (MOSC)

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Create a SQL Filter to look up a Custom field on User Record

edited May 23, 2014 12:00PM in CRM On Demand - Reports and Dashboards (MOSC) 2 commentsAnswered

Our users have access to see all Accounts.  We are attempting to create an Account report that will show the users only Accounts they Own, or that is in their Division.  Each User and Account have a Division assigned.

For an example,

Acct 1 is owned by Bob.  Acct 1 is part of the Distributing division and so is Bob.

Acct 2 is owned by Sue.  Acct 2 is part of the Distributing division and so is Sue.

Acct 3 is owned by Ted.  Acct 3 is part of the MFG division and so is Ted.

When Bob or Sue access the report, they should only see Acct 1 and Acct 2.

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