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How to set up a profile so that reports and dashboards display only those products for which you are responsible

Each platform user can configure their account to display only the products they are responsible for in reports, dashboards, and other modules rather than displaying all of the company’s products.

Don’t waste time filtering data. Spend just 1 minute configuring your settings once and see only what you need every time.

Note: This functionality is available only in the XL plan.

The setup guide can be found at this link.

Updated on: 01/10/2024

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