How to show records assigned to all levels of a user’s reportees in a Dashboard?

[Nikhil C]

I have a dashboard requirement where users should be able to see records assigned to their reportees across all hierarchy levels.

Requirement details

• Logged‑in user opens a dashboard
• Dashboard should display records (e.g., Incident / Task) where:
  • Assigned to direct reportees
  • Their reportees
  • And so on (multi‑level / recursive hierarchy)
• Basically, all users under the logged‑in user in the manager hierarchy, not just one level

[Mark Manders · Accepted solution]

If you can, upgrade to Australia asap! Australia introduces the 'manager hp1' field, which stores the hierarchical path all the way to the top. This will allow you to query 'all tasks where the assigned to is in the hierarchy of USER, including/excluding that user'. And it's also a query that can be used dynamic (so 'in my hierarchy'), making it perfect for manager dashboards.

There are ways to script this, but that has a lot of limitations when it comes to reporting/dashboarding.

[Nikhil C]

How can I use scripting in dashboard filters ?

[Mark Manders]

You can't. You could create a report/dashboard for a person and use scripts to show the data you need, but you can't script in filters.