Overview
If you hold more than one managerial role — for example, Head of an Above unit and Unit manager — you may notice that certain filters on the Reporting dashboard are automatically preselected.
This behavior is expected.
What you’ll see
When you open the Reporting dashboard, the Unit and Above unit filters default to your highest reporting level.
For example, if you oversee a City-level Above unit and also manage a specific Store-level Unit, the dashboard automatically selects the City-level Above unit.
Example scenario
A user serves as:
Head of City for the Above unit Thessaloniki
Unit manager for Store #01
When this user opens the Reporting dashboard, the filter automatically defaults to Thessaloniki.
Why this happens
The dashboard defaults to your highest reporting level to provide a broader view of your data. This allows you to quickly review insights across all Units that fall under your Above unit. You can adjust the filters at any time to focus on a specific Unit.
Can this be changed?
At this time, the dashboard always defaults to the highest reporting level assigned to your account. This behavior cannot be customized per user. However, you can manually select a different filter whenever you need a narrower reporting view.
Key takeaways
The Reporting dashboard defaults to your highest reporting level when you hold multiple roles.
This provides an overview of your broader management scope.
You can adjust filters at any time to focus on a specific Unit.
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