Report to view User Specific Opportunities

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  • gauravk
    Junior Member
    • Jun 2018
    • 15

    Report to view User Specific Opportunities

    Hello, we have a team of sales individuals. I have created a report that shows everyone's opportunities (columns in report: Opportunity name, account, amount, assigned user).

    How can I create a dynamic report that will only show the opportunities for the assigned user clicking the report. For example, if Alex clicks the report, it only shows him the opportunities that are under his name vs. Jennifer who would see only her's. Is there a way to automatically do this instead of having to add a Runtime filter by the assigned user which requires an input from the user to have to add his/her name to the filter in order to see the report.

    Thanks in advance for your help.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Add Complex expression Filter

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    • gauravk
      Junior Member
      • Jun 2018
      • 15

      #3
      This worked perfectly....thank you so much!

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      Working...