Filter data by viewer email - Agent & Supervisor view

[goelshweta]

Hi,

I want to schedule email delivery to every agent in the team for their respective work only. But if I use Filter by Email < Filter data by viewer email - to schedule delivery of individual agent report. Agent's supervisor or owner/developer of the report is unable to see any data.

Can you please suggest a workaround that has helped in this situation.

Data Source - PLX Scripts & blended data.

Thanks!

[lauratilton]

Here are just a few ideas:

If the supervisor group needs access to all records, the simplest approach is to make a copy of the report that doesn't use Filter by Email, and just share the report (with all data) with the supervisor group.

Or, you could add a Supervisor Email field to your data source, and use that to filter by email for your report copy (but the report owner/developer still wouldn't have access in that case).

You can also set up Access Control Lists and use data blending to allow multiple people to view certain records.

If you can put your data into BQ, there's a @DS_USER_EMAIL parameter you can use (it passes the email address of the logged in user which you can then use to determine which records to access.)

Hope some of these are helpful!

[goelshweta]

Hi Lauratilton,

Thanks for your response.
To elaborate further on this, I have agent performance dashboard through which I need to schedule delivery to every agent to shoot only individual agent performance but their respective supervisor should able to see data in dashboard.

Issue - If I put email filer on agent email (so that individual performance is sent) , supervisor view is lost.

Really appreciate your response, Thanks !

[lauratilton]

Yes, if you use agent email for filter by email, only agents will see their own data. That's the way the filter by email feature is intended to work.

In my previous response I offered some solutions for ways you could provide both an agent view and a supervisor view. Hope some of those are helpful!