Dashboard filters: All, My team, Current user, Other team

Jo Grant -

The Management, Performance and Sales dashboards all allow filtering by my team, current user or other team, in addition to a view for the whole company.

Current user / team filtering uses job team in most cases.  Current user means jobs where you are the handler.  My team means jobs where the job team is your team.  Other team means jobs where the job team is that other team.

Some dashboards relating to staff / timesheet / calendar data use staff team rather than job team.  These dashboards are:

Performance dashboard.

Sales dashboard > Hours sold.

All other dashboards use job team for filtering data by team.

Setup for filter:
You can amend a user setup so they can see some or all of these filters. This is available on the access tab of the user record:

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