Report Filter that Changes Depending on Viewer?

SebastianBarnes
Tera Expert

Hi everyone,

 

Is there an easy way to have reports automatically tailor their filter to whoever is viewing them? For instance: A report those shows open incidents, and anyone that views it is able to see the incidents assigned to them? I understand that it is easy to create multiple reports filtered to each person, but I am just looking for a way to make a more "universal" report. 

 

Apologies if this is the wrong forum to post this question, I have had trouble locating any information on this topic.

 

Thank you, 

Sebastian

1 ACCEPTED SOLUTION

Ahmmed Ali
Mega Sage

Hello @SebastianBarnes ,

 

If you want to create report on reference field such as assigned to user, which takes logged in user value dynamically, then you can create report with dynamic condition.

 

Ex: create report on incident table with condition as active IS true AND assigned to IS DYNAMIC me. and save the report.

 

Now whoever opens the report will see the active incidents assigned to them.

 

Thank you,

Ali

 

 

If I could help you with your Query then, please hit the Thumb Icon and mark my answer as Correct!!

Thank you,
Ali

View solution in original post

2 REPLIES 2

Ahmmed Ali
Mega Sage

Hello @SebastianBarnes ,

 

If you want to create report on reference field such as assigned to user, which takes logged in user value dynamically, then you can create report with dynamic condition.

 

Ex: create report on incident table with condition as active IS true AND assigned to IS DYNAMIC me. and save the report.

 

Now whoever opens the report will see the active incidents assigned to them.

 

Thank you,

Ali

 

 

If I could help you with your Query then, please hit the Thumb Icon and mark my answer as Correct!!

Thank you,
Ali

Thank you Ahmmed, a very simple solution! Just what I was hoping for