Frappe Insights - Dynamic Queries?

Hi all,

I’m currently exploring Frappe Insights.

As an admin, I’m able to create workbooks and charts that use queries to visualize all data in the system — which works as expected.

Now, I’d like to restrict data visibility based on the logged-in user. Specifically:

  • If I share a workbook with a specific user (non-admin),
  • That user should only see data related to their own account, not the entire dataset.

Is this possible in Frappe Insights?

If yes:

  • How can I dynamically filter the query results in the workbook based on the logged-in user?
  • Is there a built-in placeholder like {{ user }} or a recommended way to access frappe.session.user in Insights queries?
  • Any best practices for building multi-user dashboards in a secure way?

Thanks in advance for your guidance!

Frappe Insights currently does not natively support dynamic query filtering using placeholders like {{ user }} or direct access to frappe.session.user within workbook or chart queries

Thanks,
Sukhman

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