Work.com: Reports - Can I set up a single report that users can link their metrics to?
|Knowledge Article Number||000193555|
|Description||Can I set up a single report that users can link their metrics to?|
Yes. Reports run in the context of the user. Use dynamic filters like “My Opportunities” or “My Team Opportunities” on the report to ensure that the grand total values in the report make sense for each user’s goal.
Note: Dynamic filters such as “My Team’s [object]” requires role hierarchies to be defined and enabled. Also, changes to the report after it’s been linked to metrics may require the report to be relinked to the metric.
Not sure how to link a metric to a report? Check out this quick video.