In some cases, you might hold more than one managerial role within your organization — for example, being both a Head of an Above Unit and a Unit Manager for a specific Unit. When this happens, you may notice that certain filters on the Reporting Dashboard are automatically preselected.
What You’ll See
When you access the Reporting Dashboard, the filters for Units and Above Units are set by default to reflect your highest reporting level.
For instance, if you oversee a City-level Above Unit and also manage a specific Store-level Unit, the dashboard will automatically show the City-level (Above Unit) filter preselected.
Example Scenario
The following user serves as the Head of City for the Above Unit Thessaloniki and also holds the role of Unit Manager for Store #01.
Once they navigate to their Reporting Dashboard, the dashboard will automatically default to Thessaloniki.
Why This Happens
This default selection is designed to provide a broader reporting view by default, allowing you to quickly access insights across all the Units that fall under your Above Unit. You can, of course, adjust the filters at any time to focus on a specific Unit instead.
Can This Be Changed?
At this time, the dashboard always defaults to the highest reporting level available to your account. While this behavior cannot be customized per user, you can manually select a different filter (e.g., a specific Unit) whenever you need to narrow your reporting view.
Key Takeaways
The Reporting Dashboard automatically defaults to your highest reporting level when you hold multiple roles.
This behavior ensures you have an overview of all data related to your broader management scope.
You can manually adjust filters anytime to focus on specific Units.
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