I want to create a report that filters for the current user across several different columns

Matt Henson

I'm setting up a Project Portfolio grid which will be used to enter/update/monitor the current projects for our division.

I would like to create a report (and a related dashboard) that will automatically select the rows which the current user has a role in. There are multiple contact list columns, including Strategic Sponsor, Business Owner, DTS Lead, DTS Architect and Technical PM. I want to implement a report that will select those roles that include the current user in ANY of these fields (logical OR).

I can see how to find a report that selects for the current user on ONE column, but can't see how to do that across multiple columns.

Any ideas?

L_123

Make sure they are contact columns, the click on the word WHO. All of the contact columns in your sheet will populate into a popup box on your screen. Select all of the columns that you wish to filter by in the popup. After you have added more than one column the bar will show up with the word AND. Click on the word AND to change it to OR.

L_123

They all need to be set as contact columns. Add each column to the Who category of the report, then click on the AND between the filtering criteria to change it to OR

Matt Henson

I guess what I'm not see is the option to add more than one field to the "Who?" query? Once I specify the first column for selection, I don't have a way to add the "and/or" conjunction to the query. How did you add the "or" in the query above?

L_123

Make sure they are contact columns, the click on the word WHO. All of the contact columns in your sheet will populate into a popup box on your screen. Select all of the columns that you wish to filter by in the popup. After you have added more than one column the bar will show up with the word AND. Click on the word AND to change it to OR.

Matt Henson

That's what I was missing!! Clicking on the 'WHO" box multiple times, once for each field. THANK YOU!!

Matt Henson

One more question on this: Is the "Current User" determined at the time the report is saved? Or at the time the report is run?

If the report creator is a licensed user, but the person running the report later on is NOT a licensed user, what does the report do for the "current user" evaluation? Default to the report creator or the 'real' current user?

L_123

It should be the report user, whoever is logged into the account that is accessing the report at the time.

Matt Henson

What if an unlicensed user is accessing the report? Who is considered the "Current User" in that instance?