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Default "Group by Assignment Group" on a dashboard

Benglish21
Tera Contributor

I have an agent who would like the main shared dashboard to default to grouping their tasks by assignment group (on refresh, this group by filter is removed). Is that possible? Or would the agent need to create their own dashboard?

 

Benglish21_0-1718044595419.png

 

1 REPLY 1

SanjivMeher
Mega Patron
Mega Patron

You can group by the assignment group in the report, if others using the dashboard is ok with it. Or you can create another dashboard for the agents to group by group. Another option is creating another report in that dashboard which will give a group by view.


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