Current user report

An efficient way for users to view information customized to them is by creating a report that utilizes the Current User filter, such as a Task List report.

Smartsheet identifies the logged-in user and cross-references their details with the data in the Contact List columns. This allows you to generate a single report that dynamically applies to all users shared on the report and the associated sheets.

To create a current user report:

1. Open Smartsheet and create your report:
   • Navigate to the home tab or desired workspace.
   • Select Create > Report.
2. Choose your report type:
   • Select Row Report to create a report that displays rows from one or more sheets.
3. Select source sheets:
   • Choose the sheets from which you want to pull data. You can select multiple sheets if needed.
4. Add a filter:
   • In the report builder, go to the Filter tab.
   • Select Add Filter and choose the column that contains user contact details (e.g., Assigned To or Contact List).
5. Apply a current user filter:
   • Set the filter condition to is equal to or has any of and select Current User from the dropdown menu. This ensures that the report dynamically displays information related to the logged-in user.
6. Customize your columns and layout:
   • Adjust the columns to display the relevant information you need in the report.
   • You can also reorder columns, apply sorting, and adjust the layout to suit your preferences.
7. Save and share your report:
   • Select Save and give your report a name.
   • Share the report with users or groups as needed. The current user filter automatically tailors the report to each user based on their login details.

Check your filter is working by logging in as different users or having your team members check the report to ensure it displays the correct information based on the Current User filter.