Ad hoc reporting

Tanya Brooks

In forms or reports is ther a way for user to enter a variable?

Situation: Sheet contains thouseands of employee names and corresponding information. Do not want users directly in sheet so they need to update information via report. Is there a way a report can ask user to enter a variable such as name rather than having to create an individual report for each employee?

Example

1)sheet with columns for name, phone, ID#

2)Admin gets request to update ID# for employee Mary Richards

3)would like report to prompt for "employee name?" Once employee name entered, report would run.

Thanks,

Tanya

Matt Johnson

Hi @Tanya Brooks

When you create the report, you could choose "Current User" in the Assigned To section (see screenshot below). That makes the single report auto-filtered to the user that opens it.

However, I think you are looking for the something more along these lines:

1) Sheet with the columns (like you described)

2) Form for the Name and Phone number (employee fills this in once). Form feeds the Sheet.

3) Automated Workflow for when a row is added (from the Form to the Sheet), the Admin gets a notification to update the report. The Admin could be the "Current User". That way each Admin can access the same report that is auto-filtered for the employees that he or she is responsible for. For this example, I assume for thousands of employees there would be more than one admin.

I know that doesn't exactly answer your question but I hope it helps!

Matt Johnson

Hi @Tanya Brooks

When you create the report, you could choose "Current User" in the Assigned To section (see screenshot below). That makes the single report auto-filtered to the user that opens it.

However, I think you are looking for the something more along these lines:

1) Sheet with the columns (like you described)

2) Form for the Name and Phone number (employee fills this in once). Form feeds the Sheet.

3) Automated Workflow for when a row is added (from the Form to the Sheet), the Admin gets a notification to update the report. The Admin could be the "Current User". That way each Admin can access the same report that is auto-filtered for the employees that he or she is responsible for. For this example, I assume for thousands of employees there would be more than one admin.

I know that doesn't exactly answer your question but I hope it helps!

Tanya Brooks

Thanks Matt. It does help by introducing a couple of connections I had not thought of (one beign assigning reports to specific users). I will give it a go. Appreciate it! Tanya

Tanya Brooks

Hi Matt -

a follow-up question: is there a way I can create multiple log-ins for myself so I can assign myself different permissions to see see what users would see? Very necessary for testing.

Thanks, Tanya