How to Filter Insights Dashboards by Logged-In User’s Department

Business Apps Insights
1

Hi everyone,

I’m working on a Frappe Insights setup and need help implementing role- and department-based filtering for Number Cards.

Use Case:

I have multiple departments like:

  • Housekeeping
  • IT
  • Maintenance

For each department, I’ve created separate Number Cards in Insights, such as:

  • Housekeeping Tickets
  • IT Tickets
  • Maintenance Tickets

The goal is:
When a supervisor logs in, they should only see the number cards relevant to their department.

Example:

  • If a user belongs to the Housekeeping department they should only see Housekeeping Open Tickets.
    If a user belongs to the Maintenance department they should only see Maintenance Open Tickets.
  • Admins or managers should see all departments.

Current Challenge:

  • Right now, all users can see all the Number Cards, regardless of their department.
  • I need a way to filter dashboards automatically based on the logged-in user’s department, without manually creating separate dashboards for each user.
2

Hi @Amal-H-Prasad

I think user permissions are not working for insight charts and cards.

You have to create separate insight dashboards for each employee group.

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