Limiting reporting to users own data only

Hi folks,

Is there a way to limit reporting access for certain users, to only be able to see specific data/data that they are directly associated with?

We want to give reporting access to our sales team to allow then to track their own numbers, but I only want them to be able to report on their own revenue/margin/new conversion figures, not anyone else’s.

I do have a workaround for the revenue figures, having built a raw data report specific to sales person. There doesn’t seem to be an option to add avg margin or conversions to that though, meaning we have to use pre-built reports (i.e. Margin by Invoice or Sales by Sales Person) which show data for the whole team.

Any help would be appreciated!



Hey Oli,

This isn’t possible right now, but I can certainly see why it would be useful!
I’ve converted this post to a feature request now; please could you give it a vote using the button in the top left? If anyone else would find this useful, be sure to vote for it too!