Hello!
I am building reports for our leadership team. We are MT v11, and the reports I am building are within the HRTalent and FSM environments (not Birst). The reports will be permissioned to a Direct Supervisor role group.
One example of a report is “Overtime YTD”. My challenge is finding the right way to filter so a manager will see all of the information for their direct reports AND all the layers of indirect reports under them. This way, when a division director or department manager pulls the report, they will see everyone in the organization they are responsible for even when the employee is a few layers deep.
I have been able to filter so managers can see just their DIRECT reports by using this filter:
(Employee.PrimaryWorkAssignment.DirectSupervisor = actor.agent(Employee).PrimaryWorkAssignment.AssignmentIsSupervisor)
But this does not give indirect reports. I see there is a field for Indirect Reports, but from what I can tell this ties to the “dotted line manager” field on the work assignment – not integrated into the manager structure.
Any help would be much appreciated!
Kendra
