Adding a regular report to an ""Is Current User"" reporting role

Question

I have my Sales Rep roles to all display reports where "is current user".&nbsp; I just created new summary reports for each of them and need to display those reports on their dashboard.&nbsp; Where do I select in the new reports to only display as current user?&nbsp; I used filters to create 10 different reports for each 10 sales reps, but ideally would like to just use the "is current user".&nbsp; Is that possibly on a summary report?&nbsp;

quickbasecoachd · Answer

If you have a user field&nbsp; on your records, the report should allow you to select where that user field is equal to the current user.&nbsp; If it is not allowing that, then you can make a Formula User field called [Current User] with a formula of&nbsp;User()You can also filer against _curuser_but that is kind of obscure, so personally I just make a field called [Current user]That way you only need 1 report for all users to see "my" records.&nbsp; Everyone sees just their own records.

casiemasters · Answer

I created the Current User field but now it's not showing any results at all, even when I test as. The only data in the table that could correspond to what rep it is, is the related employee field. I'm confused as to how I connect the Current User to the related employee?

casiemasters · Answer

I created the Current User field but now it's not showing any results at all, even when I test as. The only data in the table that could correspond to what rep it is, is the related employee field. I'm confused as to how I connect the Current User to the related employee?

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Adding a regular report to an ""Is Current User"" reporting role

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