Dynamic Reports and Dashboard
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‎07-07-2022 07:52 AM
Good Day.
I need to update the report dynamically based on the caller and schedule a report to be sent to each caller yearly which is in the dashboard. I put a condition in the report filter and but it is effecting the dashboard too. I want to see all the data on the dashboard.
Any help would be appreciated.
Priya R.
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Customer Service Management
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‎07-07-2022 09:19 AM
I tried doing this but the report on the dashboard got updated. I do not want to create a copy of the report just for the email purpose.