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Report design for Logged in User for leads and opportunity

Hi,

I have requirement that i want to design report on leads which is created by Logged in users?

I designed some generalized report in past but how could i set selection of logged in user in report?

Further more, for a sales manager, i need to design report on leads for his sales rep team. How could i determine his team dynamically?

Thanks

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  • Best Answer
    May 18 at 12:41 PM

    Hi Vincent,

    Hope you are doing well, I have performed some research on the subjects described and I could highlight some interesting points which I believe might be relevant for you and your business requirement.

    In order to design a report which can show you information regarding the Leads in your system, an alternative is to use the Lead Data Source[CRMLEAHB], however, currently it is not possible to report on logged in users in Cloud for Customer, you may post this enhancement in our SAP Influence Portal (https://influence.sap.com/sap/ino/#/campaign/903).

    For the second query, our recommendation would be to use a characteristic related to the Leads that has a Relative Selection available in it's Value Help. The Relative Selection allows you to create selection like 'My Team Employees', 'My Team Leads', etc.

    In case you need any further assistance, please leave a comment below :)

    Best regards,
    Arthur Hanauer
    Support Consultant, SAP Cloud Product Support
    SAP Labs Latin America

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