Setting Report Filter to Current User in new Report Configuration
I am trying to setup a report to be used on a dashboard that will display the current user's data only. I have 1 column that is a contact column and would like to display the rows where the contact column is equal to the current user. I know how to do it in the old report configuration setup - but can't figure out how to do it in the new configuration.
Any and all help truly appreciated!
Best Answer
-
Excellent tip!
Thanks!
Answers
-
I figured it out - kinda buried but its there. When setting up the filter select:
The Contact column to filter
the logical expression should be "has any of"
the criteria should be Current User.
Hope this helps someone else.
-
Thanks Joan, this was really helpful. I was looking for a solution for 10 minutes when I came across this thread!
-
Excellent tip!
Thanks!
-
Awesome. That totally worked. Kind of not very intuitive though.
-
Thank you Joan! Have been searching for hours!
Categories
- All Categories
- 14 Welcome to the Community
- 10.6K Get Help
- 63 Global Discussions
- 68 Industry Talk
- 385 Announcements
- 3.5K Ideas & Feature Requests
- 55 Brandfolder
- 125 Just for fun
- 50 Community Job Board
- 464 Show & Tell
- 40 Member Spotlight
- 44 Power Your Process
- 28 Sponsor X
- 234 Events
- 7.3K Forum Archives