Current User option not working on report/dashboard

Annaleah Morrow · 03/21/22

We have a report of project budget that is shared to only limited people. We have created a report where a filter is Resource Name 'has one of' current user. It works for me, but not other users - including one who is an admin with me. We have also checked on the dashboard widget to make sure it says 'from their perspective' - but they are not seeing the info in the widget OR the report (to which they have full access).

My view works on the report:

But my colleague, who is clearly listed on the source sheet just like I, is seeing blank. She is signed in to the same account

Annaleah Morrow · 03/21/22

Note: The colleague is signed into the same account for HER that is listed on smartsheet.

Yanis Kyr · 03/21/22

Does the colleague have access to the sheet the data is coming from?

Annaleah Morrow · 03/21/22

Yes. She is an admin on the original sheet and the report. It is our understanding that the reason we have a report is to uncover data where the user may not have access to the original sheet - so we have one use case where the user has access to the original data and also the report, and another where the user has access to both the original data but not the report. Neither see their data as Current User on the report or resulting dashboard widget.

Andrée Starå · 03/21/22

Hi @Annaleah Morrow

I hope you're well and safe!

Strange!

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots of the sheet and the contact column? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Annaleah Morrow · 03/21/22

Hi, Andree.

Which contact column would be helpful? On the master budget, that feeds the budget report above, the user are listed in a column that is a contact group. The report then pulls from the User column and then has the filter by 'current user' for viewing. I'm happy to give additional screenshots when I understand a bit more about where you're thinking the issue may be. Thanks for your help.

Annaleah

Andrée Starå · 03/22/22

@Annaleah Morrow

I'd like to see the column used in the Report.

Annaleah Morrow · 03/22/22

Hi, Andree.

I am still unclear on which column will be helpful. Here is the master budget resource column that feeds the report. Please let me know if you expected something different.

Andrée Starå · 03/24/22

@Annaleah Morrow

Can you share the sheet/report with me instead?

Annaleah Morrow · 03/24/22

Yes. I will add you to the report.

Annaleah

dan.smith · 04/14/22

Has there been a resolution to this? We are experiencing the same issue.

Annaleah Morrow · 04/19/22

Hi, Dan.

No. No resolution. I gave Andree access to the report in question as listed above but haven't heard anything back. I'm not sure if I'm happy I'm not the only one! It seems there may be something new happening.

ygoldgrab · 07/13/22

Thanks for your discussion! I had the same issue but the resolution was that our current user report was pulling from our Portfolio Summary which wasn't shared to all our users.

Denise Ellis · 08/24/22

@Andrée Starå

@Annaleah Morrow and myself have still not resolved this issue. Do you have any updates?

KyleR · 10/04/22

Has there been any resolution to this? We have a similar issue with 2 users where their email addresses were recently added to a column on a sheet (the sheet was also shared with them) and the report we use so each person can see what is assigned to the current user based on that column does not show them anything when filtered to the current user. It works for the other 3 users just fine. If I hard code the report filter to one of the 2 users (email address) then it works as expected. The 2 users are added as contacts, just like the 3 working users are. I submitted a case to SS.

Annaleah Morrow · 10/05/22

Hi, Kyle. No resolution. Someone above asked for more details but never responded.

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Current User option not working on report/dashboard

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