Current User Views on Reports/Dashboards

Marisa Ebers

Hello!

I am trying to create a dashboard for internal, unlicensed users to see tasks assigned to them, and I seem to be missing something because I can't get it to work.

I have a report filtered to current user:

I have the report on the dashboard set up to show the viewer's data:

I have the user shared as admin to the workspace:

I have the column set up as Contacts, and have items assigned to Jen:

The report is not otherwise filtered to exclude Jen's items.

But when Jen opens the dashboard, she doesn't see anything:

What am I missing?

Thanks!

Marisa

Andrée Starå

Hi @Marisa Ebers

I hope you're well and safe!

Strange!

• That doesn't look like expected. Does Jen log in to view the Dashboard?
• What does she see if she opens the report?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Marisa Ebers

Hi, @Andrée Starå,

Thanks for your response! When Jen opens the report, she sees nothing.

She is logged in via SSO with her work account (the same account used in the contact column).

Thanks,

Marisa

Andrée Starå

@Marisa Ebers

Strange!

I'd be happy to take a quick look.

Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

Marisa Ebers

Hi, @Andrée Starå,

I don't suppose you've had a chance to take a look at my sheets? I shared them with you last week...did the notification not come through? If you aren't interested/don't have time, no worries - fixing my Smartsheet is not your job. 😁

Thanks,

Marisa

Marisa Ebers

I have no certain explanation, but this issue seems to be resolved. Our best guess is that the link I was sending Jen to view the dashboard was the wrong link - i.e. it was to edit the dashboard rather than to view it. Changing how I get that link (via Share rather than Publish) seems to have resolved the issue.

Thanks for your attempts to help, @Andrée Starå!

Andrée Starå

@Marisa Ebers

Excellent!

Glad you got it working!

✅Please support the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!