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hierarchical reporting for custom object

Jun 25, 2017 at 11:34 AM

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Hi,

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...).

thanks

avital

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