Report Filters

n_org

Hi,

I am trying to create a task list report for our team members using data from multiple client sheets. Ideally, each person would have their own report that shows them what they need to complete related to each client. I would like the report to show only their tasks (plus parent rows) that are either past the deadline date or in the next 14 days. This may be irrelevant, but in the sheet, I have this formula in my Row Level helper column with conditional formatting:

=COUNT(ANCESTORS([SOW Item or Task]@row)) + IF(COUNT(CHILDREN([SOW Item or Task]@row)) > 0, "+", "")

I have screenshots below of the filters I've set up and the trouble I'm running into. If this report belonged to Jason, it is showing him tasks assigned only to Katherine, which I do not want. What am I doing incorrectly in my filters?

Here, it shows that he is also seeing Katherine-only rows.

Please let me know what else you may need to help with this. Thank you!

Paul Newcome

You can set a report filter that is based on a contact column to show only rows that have any of "Current User".

n_org

https://community.smartsheet.com/discussion/comment/447070#Comment_447070

Thanks, Paul. I ended up using something different to solve the issue, but your response got me there in a roundabout way. Thank you!

Paul Newcome

You can set a report filter that is based on a contact column to show only rows that have any of "Current User".

n_org

https://community.smartsheet.com/discussion/comment/447070#Comment_447070

Thanks, Paul. I ended up using something different to solve the issue, but your response got me there in a roundabout way. Thank you!