Print this page

Run reports filtered by current user

Knowledge Article Number 000220171
Description How to create a report filtered on a user look up field with current user (running user)
It is not possible to include the running user as a filter in reports. There is an idea posted on idea exchange

Reference Current User In Report

However the following workaround can be used:

1) Create a custom field with data type as formula on the object where the lookup field to user object is present 

Datatype:  Formula(Number,0)
Formula:  IF(Custom_Lookup_Field__c = $User.Id , 1 , 0)

do this for each of the Lookup(User) fields present on the object
2) Create a report with the Filter criteria 

Field: Custom Formula Field Name   Operator:  [equals]  Value: 1

So the field will evaluate to TRUE (1) on which ever record the running user and the lookup user field are same person. Hence those records alone will be returned.

promote demote