Seeking Assistance with Creating Dashboards for Managers and Team Leads

[Balaji Kandasam]

Hello,

I'm currently working on a project that involves creating dedicated dashboards for Managers and Team Leads across 10 different teams. I have successfully utilized reports to display customized results specific to each manager. By using the dynamic filter "Manager dynamic is Me," I ensure that managers only see the data relevant to their own teams.

However, I've encountered a challenge. While managers can view reports for their direct reports, team leads are unable to do so. I would like to avoid creating 10 different reports for each team, as it would be time-consuming and inefficient.

How can I achieve a unified view for both team leads and managers, specifically for their respective teams?

Thank you in advance for any assistance you can provide!

[Tsura Andreeva]

I wonder if you can use assigned to one of my groups:

https://www.servicenow.com/community/now-platform-forum/create-new-dynamic-filter-for-assigned-to-on...

[Tsura Andreeva]

I was thinking if the lead is part of the assignment group you could use Assignment Group(dynamic) one of my groups 

[Balaji Kandasam]

I am using user table references.

Data is utilisation table and that table references to user table, so I use in report user.manager is dynamic. with this manager can see all his direct reports utilisation. Assignment group is not possible for this case I believe.

[Balaji Kandasam]

I use a custom table (utilization) for storing the percentage value of the time spent by agents. This table also includes a field to indicate the name of the agent, which references the user table.

Now, I would like the manager to log in and access a dashboard report displaying the utilization, specifically to view direct reports in ServiceNow. The "user.manager" field dynamically caters to this requirement. However, team leads do not have direct reports in ServiceNow, yet they would like to view the same dashboard as their manager.