How do I set up a Report to only show specific rows assigned to a specific person?

JSabillon

I have created a sheet and a report. The report is what I want to send to certain individuals that will only show their rows that are assigned to them with their email address. When they access the Report with their email address, I want only those rows to show. I have a contact list column set up, but I am not sure how to get it to filter upon them logging in.

Thank you!

Devin Lee

Make it filtered by Current User. The option is only available for Contact list type columns.

JSabillon

Thank you! I got myself there somehow, and we're doing great. The only question I have is - can other users change their filter view in Reports?

Andrée Starå

Hi @JSabillon

I hope you're well and safe!

Whether they can change the filter depends on what permission/access they have.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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