We'd love to hear from you! Provide  feedback  to earn a badge today. Take our quick survey
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Default report filter - Lead owner = Logged in user

Received Response
9
Views
1
Comments
edited Jan 6, 2021 5:34PM in Sales 1 comment

Summary

Help with configuring a new report filter that will default to the current logged in user

Content

I want to create a report called "My Leads" with a fixed filter that will always have the value of the logged in user. For example, when Chris runs the report he should see only leads that he owns but when Mary runs the same report she should only see the leads that she owns. I do not want to provide users a prompt as they should never be able to select someone else in the report. I cannot find documentation on how to do this. Any suggestions? 

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!