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Create a Personalized Report Filter

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Create a Personalized Report Filter

Create a report that dynamically shows results that are personalized for each user. For example, create an opportunity report for your sales team with a filter that personalizes the results for each opportunity owner when they open the report.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To add or edit a filter:

Create and Customize Reports

AND

Report Builder
To edit a filter while viewing a report in Lightning Experience: Run Reports
  1. From the App Launcher, find and select Reports.
  2. Click New Report.
  3. Select a report type, and click Start Report.
  4. On the Filters tab, click Add Filter.
  5. Select a user-related field, such as Opportunity Owner or Created By.
  6. In the filter options, click Use relative value.
    This option dynamically changes the filter value to the currently signed-in user. The filter value $USER matches the Name field (First Name and Last Name) of the currently signed-in user, not the username or user ID.
  7. To save the filter, click Apply.
  8. To save and run the report, click Save & Run.
  9. Name your report and choose a folder to save your report.
  10. To verify that the report is working correctly, you can log in as different users to see if the report dynamically updates to show personalized results for each user.
 
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