Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

Report by User logged in?

Options
Tammy C
Tammy C
edited 12/09/19 in Archived 2016 Posts

Is there a way to create a report that filters the underlying sheet by the user running it?  For example in SharePoint, you can create a view, so that whomever is viewing it will see just their records according to a column by entering a filter in the view setting the column to equal [Me].  Is there something similar in smartsheet?

 

Thanks, Tammy

Tags:

Comments

  • Daniel Stein
    Options

    Hi Tammy,

    We don't have this capability today, but this is on our feature pipeline for a future release. Thanks for the feedback!

     

    Daniel

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭
    Options

    Tammy,

     

    How do you define "their records"? (I'm not a Sharepoint user)

     

    There are System columns for Created By and Modified By that may help.


    Craig

  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭
    Options

    As long as each user is allocated their own Report that only seeks work allocated to them or by filtered criteria selection, I dont see a problem? 

    IMHO,  I suggest you use the tool for what is is good at and capable of right now, not try to replicate how other systems work, normally a concern of those migrating from static Excel to collaboartive Smartsheet. 

     

    RichardR 

  • Tammy
    Options

    Thanks Daniel and Craig

     

    Craig:

    i have a column that has the assigned user that I wanted to use. I was just wondering if there was a way of getting around having to create multiple reports. It sounds like it may come in an upcoming release. 

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭
    Options

    Tammy,

     

    I'm eager to see what they do for "conditional notifications"

     

    Craig

This discussion has been closed.