Oftentimes, similar information is requested by multiple users, teams or departments. Rather than creating individualized reports for each user who reaches out, alleviate duplicate efforts by applying date and user-based wildcard filters. Wildcards can be applied to report filters so the results are dynamic and change based on the context in which they are used.
Date-based wildcards, $$TODAY and $$NOW, allow for results to auto-update based on the dynamic date range entered in. Common examples include this week, last month or next year.
User-based wildcards generalize reports so the results change based on who is logged in and viewing the report. While there are several variations, the most commonly used is $$USER.ID.
Below are 3 simple, yet must-have reports for team members using wildcards. Click on the name of each report to download a 1-page guide with step-by-step report creation instructions. Then, share the reports with users who are typically assigned work, or add them all to a dashboard for quick access.