Filtering a View Based on User Identity
I am creating a report that contains data from several clients: A, B, C and D. I want each client to only see their own data when they login. Is there any way to automatically filter a view or dashboard in this way?
For example, each row of data will contain a Client column, indicating which client it relates to. If I can indicate which client each user works for (
jsmith@acme.com works for A corp), then I could match the user to the Client column.
The alternative is to create a different shared view for each user/client, which does not scale well.