On the role page you have “Employee Restriction” Put this one to “Own and Subordinate”. This should respect the supervisor that has been tagged on their employee cards

Yes!,

Can be accomplished with formulas (Use sum on the formulas and group per customer)

For the “last 30, 90 etc” use:

case when {trandate} >= ({today}-X) then 1 else 0 end  (Wrap in Sum)

Where X is your Amount of days.

For the MTD, YTD You can Use the Extract function.

Formula examples:

case when EXTRACT(Year from {trandate}) = EXTRACT(Year from {today}) then 1 else 0 end // THIS YEAR

case when EXTRACT(Year from {trandate}) = (EXTRACT(Year from {today})-1) then 1 else 0 end // LAST YEAR

Maybe someone has a simpler solution, this should work though