Using Reports on Dashboards - Current User

Amanda Jeske

Hi there,

I have a report that shows a timeline for each of our clients and it is filtered by Current User based on assigned tasks. I was working on building out some dashboards for our Account Managers and when I add the Report Widget to the dashboard it shows my tasks to the end user and not theirs. Is there a way to get Current User to show on the reporting widget for dashboards?

Andrée Starå

Hi @Amanda Jeske

I hope you're well and safe!

You have to change the Report Widget setting as follows.

• Dashboard viewer: Use this option if you want the report to display only data that the person viewing the dashboard has access to. The person viewing the data must be shared to the sheets from which the report was created. If the “Current User” filter is applied to the underlying report, viewers will see only rows with their name in the contact column. For more information about current user report criteria, see Creating Reports.

https://help.smartsheet.com/articles/2480331-control-what-people-see-report-chart-widget

Did that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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