User Custom Filters | Community
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January 28, 2026
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User Custom Filters

  • January 28, 2026
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I don’t believe this exists so I’m going to throw this out there:

It would be nice if we can add custom filters on a user profile that would kick in when that user is looking at the report automatically. Making it easier to create more basic reports that are unique for that user based on custom fields.  

For examples, if your team is divided into Line of Businesses members serve, we can create a report that is $$HomeTeam, but your user custom filters may say you only see the LOB you serve. A co-worker would have their LOB as what they see only, though it’s the same report. So, we do not have to do so many versioning of the same report.