Viewing reporting lines in the Team Members view

To get an overview of Team Members' reporting lines, you can create a list view to display three levels of management hierarchy above the Team Member.

1. Go to the Team Members tab.

2. From the List View Controls, select New.

3. On the New List view dialog, give the list view a name. The API name is automatically completed based on the name.

4. Select the appropriate option for the list view visibility, and then select Save.

5. In the Filters sidebar, select Filter by Owner and select All team members. Then select Done.

6. In the Filters sidebar, select Save to save the filters.

7. From the List View Controls, select Select Fields to Display.

8. From the Available Fields panel, select the following fields and move to the Visible Fields panel:

   • Manager

   • Two-Up Manager

   • Three-Up Manager

9. Select Save.

Your list view now displays the team members with three levels of management hierarchy. You can add other fields to the list view or re-order columns to customize the list view.