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Hi, I am currently NPrinting a dashboard, and I have an Excel file containing certain dealers. I only want the report to be sent to the dealers in the Excel file, and I only want the dealer to be able to see their company's sales information. How can I create a filter to do this?
hi
the easy way is to load the dealers as recipients,
for each dealer you assign filter of his company.
you include all those dealers in a group
you create a new task with the desired report and select the dealers group as recipients in the task
hi
the easy way is to load the dealers as recipients,
for each dealer you assign filter of his company.
you include all those dealers in a group
you create a new task with the desired report and select the dealers group as recipients in the task