How can a manager see a "by current user" dashboard?

Jef Forward

I have several project designers, each using a dashboard organized by "current user". This dashboard has 4 reports, each organized by the current user. We love this. However, we have trouble seeing these reports as a management team.

We currently manage the team by having the "manager" sit down individually with each project designer, and the project designer pulls up the dashboard and reviews the progress. We know this is not ideal. I could just build out all of the reports independently, but that will be alot of work to maintain over time.

Option A - I want the manager to be able to see this dashboard and reports on their own "sign in". Can the manager select the project designer "they want to review" quickly, and the dashboard and reports automatically update?

Option B - Building a separate dashboard system organized by the selection of the employee names for the manager. The only updating will be managing employee names with each new hire, promotion or change.

I answered my own question, but I am still curious about option A. Thank you!

Jef

Paul Newcome

My suggestion would be a [Manager] contact type column where you can enter the appropriate manager on each row. Then the report can be filtered to show rows where [Designer] is one of current user OR [Manager] is one of current user.

Paul Newcome

My suggestion would be a [Manager] contact type column where you can enter the appropriate manager on each row. Then the report can be filtered to show rows where [Designer] is one of current user OR [Manager] is one of current user.

Jef Forward

Thanks Paul - I will give that a try…Jef