HK: Intake Agents needs reports for their displays (see details)

intakedesk / PowerBI-General

Placeholder for issues migrated from Jira

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HK: Intake Agents needs reports for their displays (see details) #18

Closed jesusitd closed 4 years ago

jesusitd commented 5 years ago

HK: Make report based off of Pipeline Reports - Intake Pending/CB/Stuck

JG: Access will be controlled using Power BI Pro accounts for each agent. RLS was tested on 5/5 19, resulting positive using a Power BI Local table holding the Intake Rep USER ID (leads_cstm.intake_representative_c = users.id) against corresponding email (DAX USERPRINCIPALNAME (), and the report being SHARED instead of inviting the user into a workgroup. Therefore, they are able to see their data.

jesusitd commented 5 years ago

Task started: Design Report.

Report will be located under Operations - Display - Intake Agent Board

jesusitd commented 4 years ago

Temporarily closed until new notice.