Custom Report View
I have a report that is pulling information from a sheet. Is there any way to set this report up so that anyone that views it only sees the rows with their name on it?
Best Answer
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As long as the users are listed in a Contact type column, you can include a filter in the report that will only show when that contact column "has any of" "current user".
Answers
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As long as the users are listed in a Contact type column, you can include a filter in the report that will only show when that contact column "has any of" "current user".
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@Paul Newcome, we are having issues where users that are shared to the report cannot view the information on it where their name is. The user that sent this screenshot to me should have one line showing up with their name.
It seems that they can only view their information if they are shared to the sheet that this pulls from but we don't want to share them to the sheet.
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We don't want them to have access to the source sheet. Any other workaround?
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The premium add-on Dynamic View is going to be your only other option if they are not to have access to the underlying sheet(s).
