Current User on Report

07/22/21
Answered - Pending Review

Hello, I tried to search for this but didn't find anything that could help so I was hoping somewhere here can help me.

I have a report that looks at data and returns a date, shift, current user, and then it groups the results by date. The problem that I having is that when I add that to a dashboard so that people can see it, but it's currently showing my information regardless of who is sign in.

Here is my report sheet:

And here is the filter i have currently:


The output looks good to mee but its only because is showing my information but when other people try to use it they can only see my information.


Any help is welcome thanks :)

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Adrian Rosario Perez

    I hope you're well and safe!

    You have to change the settings in the Report Widget.

    Their own perspective: 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.

    Did that work/help?

    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!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • So what i ended up doing was changing the view with dynamic data and making that show the "current user" data and it works pretty well. Thanks for the help @Andrée Starå

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Adrian Rosario Perez

    Excellent!

    You're more than welcome!

    Remember! 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!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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