We have a requirement to send a Oppty report filtered by Account region.
I am just trying to write down the synopsis of my requirement: We have a custom region picklist field on the Account object; (values: USA, EMEA, APAC, CANLA) We need to send a report to regional sales manager with only their opportunites.
Is it possible to implement this functionality with a single report with filters, and each regional sales manager should see only their opptys.?
When you apply a filter in a report and send it, will the filters still be applied on the report? I have read in some article relating to dashboard, if you email a dashboard with filters, only the unfiltered data will be seen when the users open the dashbaord via email. So i am lil confused with the reports.. Appreciate your suggestions.