How to produce an advanced reporting report that shows only the direct reports of the logged in user.
- Online Report Designer (ORD)
- Report Canvas
- Advanced Reproting
Reproducing the Issue
A report is returning records for all employees but is intended for use by a logged in user for just their direct reports.
A Person Context is required to be set to return the desired results. To this:
Edit query component > Select Person Context icon > Select Person Column > Select Options (for Direct Reports see settings below) > OK > Save > Return
Further information on how to create a report Canvas is available from the Help Portal via the Creating a New Report - Canvas guide.
Report Canvas, direct reports , KBA , LOD-SF-ANA-ODS , Advanced Reporting , How To