Vreports & Dashboard by VTExperts
  • 1. Do Vreports support UNION in the SQL Report
  • 2. VReports & dashboard extension is working slow
  • 3. Can a user change the default tab name in Vreports and Dashboard extension?
  • 4. Report on dashboard only shows records assigned to the current user
  • 5. Do Vreports supports 3rd level relationship
  • 6. Vreports malfunctions creating reports on "Transactional" modules with respect services/products
  • 7. How to make a Pivot report data Selectable
  • 8. New feature: Scheduled Vreports, now supports formatting of the reports
  • 9. Charts are missing in scheduled reports
  • 10. Setting VReports Dashboard as Homepage
  • 11. Adding widget to Reports & dashboard
  • 12. Generating SLA reports
  • 13. Access Vreport's Dashboard through My Dashboard button
  • 14. Is it possible to show non-integer values as stacked bars in Vreports?
  • 15. VReports Date picker not working in Vtiger 7.4
  • 16. How to check on how many mails, in TOTAL, are being sent on a day/week/month
  • 17. How To Access Vreports Through My Dashboard Button.
  • Efficient Reporting With Vreports
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4. Report on dashboard only shows records assigned to the current user

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Last updated 8 months ago

Issue

How to create a report that can be used on the VReports dashboard that shows all records assigned to the current user. i.e. each salesperson will see their own opportunities on the dashboard

Solution

This can be achieved using a mini-list feature of the Vreports and Dashboard

Go to the dashboard and add a mini-list using "Add widget" button

Once the mini-list is added, go to the settings of the mini-list

Once the mini-list configurations are opened, select the "Logged in user" in "Assigned to" filter

Once selected, the mini-list will only shows the records that are assigned to the current logged in user. In this manner, you can make sure that all the sales reps can only see the opportunities assigned to them on the dashboard

Extension
Vreports & Dashboard

Description

Report on dashboard only shows records assigned to the current user

Created by

Salman (February 27, 2023)