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Show reports based on business unit in crm 2013 RRS feed

  • Question

  • Hi,

    I have two reports Partner Report and Manager Report. I have created two business unit Partner and Manager. I want to show Partner report to Partner Business unit as like Manager report show only Manager Business unit. Please tell me how is it possible?

    Wednesday, April 22, 2015 5:08 AM

Answers

  • Hi,

    Assign business unit level read access to your entity for which you have written the Report.

    Assign the respective business unit to the user, in your case assign business unit Partner to user Partner and  business unit Manager to user Manager 

    Also use filtered view in your report if it is SSRS report.

    Regards


    Ayaz

    Wednesday, April 22, 2015 12:51 PM