Insights Dashboards - User Filters are ignored in reports around "Creators"

danuk
danuk Member Posts: 4 VERIFIED MEMBER
Third Anniversary First Comment Photogenic
in Sales CRM #1

The User filters on a dashboard seem to not respect the actual filters applied on a report.

If a deal report is 'Owners' then the filtered user should apply to Owners.

If an activity report is 'Assigned to User' then the filterd user should apply to Assigned to User

And if an activity report is filtered on "Creator" then filter on Creator.

As it apperas, this does not happen. I think Owners and Assigned to User are applied but Creator is not.

Answers

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 169 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hello @danuk !

    The fillters applied in a dabshboard should filter based on the Period or User selected but it should respect the filters applied within the actual reports.

    If the user selected is also the creator, then the same logic should apply since the "user" option shows data linked to that specific user.

    I'm not sure if what you are reporting is expected behavior (depending on the scenario) or not, so I do think it would be best to check this with the Support team so they can clarify this one further.

    Please reach out to them so they can check on this :)

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