Filtering a report column to current user AND to myself (being the admin) so I can see all entries

Hello!

I am building out a report in which there will be a filter for "current user" based on the owner column.

Is it possible to also add to the filter so that I can see all of entries by owner because I am the admin. Otherwise I will have to continuously filter for "all" to see what is outstanding across all owners.

Thank you!

Answers

  • JamesB
    JamesB ✭✭✭✭✭✭

    @Sbingelis I would just make a copy of the report so it has the same attributes and update the filter and just name the report with - Admin.

  • jessica.smith
    jessica.smith ✭✭✭✭✭✭

    @Sbingelis

    Conceptual idea to try...

    Add a contact column to each sheet within the report called "Admin" or something and use a column formula to always set it yourself. Then add a filter criteria to the report to show all entries where Owner is current user OR Admin is current user.

    Jessica Selano

    jessica@selanoconsulting.com

  • JamesB
    JamesB ✭✭✭✭✭✭

    @Sbingelis No, basically your other report would not filter to current user, hence seeing all users. I suggested the name admin in the name of the report so that you know which is which.

  • Sbingelis
    Sbingelis ✭✭

    @JamesB Thank you. I just made a separate sheet without the filter. But figured there may have been a way to give more in-depth access without this work around like in Airtable.