Setting Report Filter to Current User in new Report Configuration

Joan Doyle

I am trying to setup a report to be used on a dashboard that will display the current user's data only. I have 1 column that is a contact column and would like to display the rows where the contact column is equal to the current user. I know how to do it in the old report configuration setup - but can't figure out how to do it in the new configuration.

Any and all help truly appreciated!

Reinhard Wilgen-Hoff

Excellent tip!

Thanks!

Joan Doyle

I figured it out - kinda buried but its there. When setting up the filter select:

The Contact column to filter

the logical expression should be "has any of"

the criteria should be Current User.

Hope this helps someone else.

Jennifer Murphy

Thanks Joan, this was really helpful. I was looking for a solution for 10 minutes when I came across this thread!

Reinhard Wilgen-Hoff

Excellent tip!

Thanks!

Vincent Hancock

Awesome. That totally worked. Kind of not very intuitive though.

Nat

Thank you Joan! Have been searching for hours!