Reports
Facing an issue with my Reports.
I have created a sheet which contains the details of my employees. Since I am trying to do a 360 performance review, So I have created a report to add specific criteria for measuring. Now I dnt want all the evaluators to see each others responses about an employee they will review. When i tried to create a 2nd report to assign only the "Current user" to see their data, i am unable to see that option in filter.
How do I get that?
Answers
-
Hi Vinita,
Do you have dynamic view? This is the perfect use case for it. Report sharing of sensitive info is a bit sketchy as you typically have to share the underlying sheet and you also
A different approach I would suggest is creating a base sheet with all of the criteria you are looking for regarding each employee. Create a form that allows others to input their responses regarding the employee. Then "Save as New" for each employee. This could potentially be a lot of sheets but you might only have to change form name, and few other fields. You could then potentially, create a dashboard that has each employees form link on it so its nice and organized.
Then you could run a report based on the workspace or sheets to be able to see all comments regarding each employee in summary view :-)
Hope this helps.
best,
Brad
MVP OPS
best,
Brad
www.MVPOPS.com
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 66.1K Get Help
- 430 Global Discussions
- 149 Industry Talk
- 490 Announcements
- 5.2K Ideas & Feature Requests
- 85 Brandfolder
- 154 Just for fun
- 74 Community Job Board
- 499 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 305 Events
- 36 Webinars
- 7.3K Forum Archives