Custom Report View

Jodi C

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?

Paul Newcome

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".

Paul Newcome

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".