How do I create a report where "Assigned to" = "Current User"
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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
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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
-
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:
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Okay...wow..
"Has any of" is where it is hiding - I was trying to use "Equal to" like a total noob.
It's like the dark arts. A thousand thank yous!
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Glad it helped!
(I literally asked my co-worker the same question 2 weeks ago so it was fresh on the brain) :)
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