I want to create a task report that I can share with "workers," which will open up with their assigned tasks -- without me manually creating a separate report for each person. | Community
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HowardWi1
Level 3
April 7, 2020
Solved

I want to create a task report that I can share with "workers," which will open up with their assigned tasks -- without me manually creating a separate report for each person.

  • April 7, 2020
  • 2 replies
  • 593 views

Is this possible? If so, how do I set up the filter. Prefer not to prompt for username, I want this to be as idiot proof as possible.

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    Best answer by VickyFi

    Hi @Howard Winer‚

    On the filter if you pick the field you want to filter it on, e.g. assigned to name, chose equals and then where you would type the users name type $$USERID and then this will then filter for the user that is looking at the report.

    Thanks,

    Vicky

    2 replies

    V
    VickyFiAccepted solution
    Level 6
    April 7, 2020

    Hi @Howard Winer‚

    On the filter if you pick the field you want to filter it on, e.g. assigned to name, chose equals and then where you would type the users name type $$USERID and then this will then filter for the user that is looking at the report.

    Thanks,

    Vicky

      H
      HowardWi1Author
      Level 3
      April 23, 2020

      Thank you Vicky!!!!

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