Create a Report to fetch manager and his reporting users records.

Lavanya Nagendr
Giga Guru

Hi All,

 

I want to create a report on Company table that will fetch manager's record and also people's records who are reporting to the manager.

 

For example,

1. 'Mr.A' is a Business owner of a record 'Apple' in the company table

2. 'Ms.B is a business owner of 'firefox' in the company table

3.'Mr.C' is a business owner of 'windows' in the company table

4.'Mr.A and 'Mr.D' both are business owners of a record 'google' in the company table.

5. Mr.A is a manager and the users 'Ms.B and Mr.D' are reporting to him.

 

Note: Business owner is referenced to user table and is an List type field

 

If i select Mr.A in the my reporting filter, it should result with his company record(i.e., Apple and google) and his reporters records (i.e, google and firefox). So in total the report should results "Apple, firefox and google"

 

Any help is appreciated!

 

Thanks,

Lavanya

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