How to Restrict Dashboard View for Managers to Their Direct Reports Only?

Hi everyone,

I’ve successfully built a dashboard in Acumatica for Employee Timesheet Status Reporting that includes the following features:

1. Widgets:

   • Four widgets showing the current week's timesheets categorized by status: OnHold, Pending Approval, Rejected, and Approved.
   • Widgets are color-coded:
     • Red for OnHold, Pending Approval, or Rejected if there are hits.
     • For Approved, Red if there are no hits and Green if there are hits.

2. List View Widget:

   • Displays timesheets for the current week plus two additional open business days.
   • Filters out timesheets that are Approved or Released.
   • Allows managers to drill down into timesheets for additional processing.

Now, I’d like to add a restriction so that managers accessing the dashboard can only view timesheets of employees reporting to them and no one else.

What I Need:

• Step-by-step guidance on how to implement this restriction within Acumatica.
• I understand that this might involve:
  • Adjusting the Generic Inquiry (GI) for the dashboard.
  • Adding a condition to filter employees based on the ManagerID field in the EPEmployee table.
  • Possibly using the CurrentUserID function to dynamically limit the results.

I have tried multiple scenario but unfortunately didn’t find a solution as of yet. Any insights or detailed instructions would be greatly appreciated!

Thanks in advance!