Restricting Data Access

[mwake]

I've created a bar chart with CR 2008 that contains paid insurance premiums by month. I have multiple agents getting credit for the premium payments within each month. When Agent A logs into Enterprise and runs the report, I only want him to ses paid premiums for Agent A, not for all reps. I also want Agent B to only see his data when he logs in and I want the supervisor of Agents A and B to see cumulative results. I assume this is accomplished through user security. What is the best way to restrict data access via login so that each position sees the correct data??

 

[Turkbear]

Hi,
You can use the CurrentCEUserName special field to create a selection formula that would restrict the data as you wish.





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