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Dashboards filter
PostPosted: Mon Jul 09, 2018 2:35 pm Points: 0 Reply with quote
JuanML
n00b
Joined: 09 Feb 2012
Posts: 5
Location: Guadalajara, Mexico




I have GoldMine PE ver 2014.1 and I want to create a sales dashboard that can filter the information depending on the logged sales user. Could this be possible? How can I configure this?
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PostPosted: Wed Jul 18, 2018 9:35 am Points: 0 Reply with quote
DougCastell
GoldMine Guru
Joined: 15 Jun 2006
Posts: 1639
Location: Los Angeles, CA




You would want to use the criteria <<~CURRENT_USER>> in your filter/query within the dashboard.

You can see an example of this in the GoldMine-supplied "Sales User Dashboard" data source(s)

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Dashboards filter
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