Tip of the Week - Set Different Default User Filter for each User

Tip of the Week - Set Different Default User Filter for each User

Zoho Reports allows you to set different default user filters for each user. Let's say when you are sharing the Sales graph to your sales managers, then you can choose to set each of them their respective region's sales data as the default option. 

You can set this using  Variables . Variables are placeholders that help Administrators/ Database Owners to map specific values for individual users of the reporting database.  These mapped Variables can be further used in various scenarios such as sharing views with dynamic filter. 

The below gif show how to set different default user filter value for each user using the Variables. 



When your sales managers access the shared view, they see the data for their region as default view as shown below (They can view sales report for other regions too). 


To know more on Variables, refer  here .


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