Sheet Summary Report - Want to Use "Current User" Functionality

Thank you for this! We've found the issue!

Summary Reports look at the Summary Panel of a sheet, on the right hand side.

I'm going to assume there's a formula in your source sheet that grabs the cell from the "Project Manager #1" column/cell and brings it into a Summary Field, but the Field is set up as Text/Number, not Contact.

Here's where to check in your source sheet:

Click on the 3 dots next to the field name to check what format it's set as:

Here's more information: https://help.smartsheet.com/learning-track/level-2-intermediate-users/sheet-summary

I'm glad I could help!

It's so good to see your screen capture with "Current User" finally showing! 😊

All comments

dojones

Use "Has Any Of" to see Current User

Thank you……however the "Has Any Of" option doesn't appear to be available for selecting either?

dojones

What is column type of Project Manager? Is it a Contact List?

Yes, correct - column type is contact list

Hi @Jeremy Parker and @dojones

Since your Report is looking across 2,084 sheets, my guess here is that some of the fields that might have the same title (creating a column in your report) are not configured in the exact same way.

Here's an example where my two Contact fields are both configured to Contact List type of fields:

However if I change one of my fields to be a Text field, then both options appear as Columns/Fields to select, and both appear (with the same name) in the filter:

Notice that the grey box, when you hover over the name, notes what type of field this is.

Is it possible that some of your 2,084 sheets have the same field name, but different value types? And if that's the case, can you check your Filter options to ensure you're choosing the contact list version?

Let me know if this helped!
Genevieve

Thank You Genevieve - is the example provided a row report or sheet summary report?

Does it have an impact that I am working from a sheet summary report?

Even reducing the sheets to just 1 sheet with Project Manager column formatted as contact list, having difficulties getting the "has any" & "current user" option to appear

The images in my post above are from a Summary type of Report 🙂

Keep just the 1 sheet in the Report, then try selecting is one of to see the "Current User" option in the dropdown.

Hello Genevieve - Thank You……..here are the results still unable to see the "current user"…… even using the "Is one of" option.

I'm unable to replicate what you're seeing; as long as the "Project Manager" field is set up as Contact List, then one of the options should be "Current User", even if what's entered into that field is text:

Can you show a screen capture of your column tab in the Report, hovering over the "Project Manager" field like so?

I want to ensure your Report is recognizing it as a Contact field.

absolutely - here it is……
The report says "text/number"……

The source data says "contact list"

Thank you for this! We've found the issue!

Summary Reports look at the Summary Panel of a sheet, on the right hand side.

Here's where to check in your source sheet:

Click on the 3 dots next to the field name to check what format it's set as:

Here's more information: https://help.smartsheet.com/learning-track/level-2-intermediate-users/sheet-summary

Ohhh WOW - Thank You Thank You Genevieve!! You are the best !!

Now working to change several summary panels to "Contact List" :) :)

Thank You again Genevieve!!!