Forum Discussion

CasieMasters's avatar
CasieMasters
Qrew Cadet
7 years ago

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

I have my Sales Rep roles to all display reports where "is current user".  I just created new summary reports for each of them and need to display those reports on their dashboard.  Where do I select ...
reports and charts
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
7 years ago
If you have a user field  on your records, the report should allow you to select where that user field is equal to the current user.  If it is not allowing that, then you can make a Formula User field called [Current User] with a formula of 

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.  Everyone sees just their own records.