HubSpot Ideas

SBiddy

Quick Filters/Filters

We have 10 sales team users that are set up to be able to "only see the records they own", and a handful of Admin users that need to see all records the sales team owners AND to quickly drill down by owner. 

 

We have 20 reports on a Dashboard that allow individual sales users to sign in and view "their" records - but the Admins are stuck seeing "all" records. 

 

Per HubSpot Support, the Quick Filters on Dashboards can not be applied at the report level. It would be nice if the Admin could drill down with the click of a button to see by Owner.