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hierarchical reporting for custom object

Jun 25, 2017 at 11:34 AM


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we created a custom object for which we would need to run hierarchy reports.

each record in this new object is related to a user.

1. i would like that each record would be also related to a specific organization unit but i don't know how to create this link between the new custom object and organization units object.

2. i don't know how can i create hierarchical reports\dashboards so that every logged in user would see the data related to him in the homepage. (just like he can see his leads, his opportunities, his tasks...).



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