How do I create a report where "Assigned to" = "Current User"

I have followed the instructions here:



But, I don't get a "who" option when building a report. How can I dynamically adjust a report to show tasks for the logged in user?


thanks in advance

Best Answer

  • MoniqueM
    MoniqueM ✭✭✭
    Answer ✓

    In your sheet make sure you have a Column for [Assigned To] is set to "CONTACT LIST" then enter in your contacts. (I always check the restrict to.. box)

    In the report make a filter that has this column listed & change it to [Current User]. Here is a example of one I have:

Answers