topic Re: Report Filter not limiting data in Dashboards & Reporting

Report Filter not limiting data

CLawson4 — Wed, 05 Jan 2022 15:38:06 GMT

Creating a customized report and use ContactOwner, no matter which flavor of the filter it will not limit to the assigned name. Example: ContactOwner contains all of "Jane Doe". It is not limiting the data results to only those contacts owned by Jane Doe.

Re: Report Filter not limiting data

karstenkoehler — Wed, 05 Jan 2022 15:45:17 GMT

Hi @CLawson4,

Could you please share a screenshot of the report filters / settings?

Best regards

Re: Report Filter not limiting data

CLawson4 — Wed, 05 Jan 2022 15:56:06 GMT

Re: Report Filter not limiting data

karstenkoehler — Wed, 05 Jan 2022 17:56:39 GMT

Hi @CLawson4,

Instead of "contains all of", can you try "is any of"? It shouldn't make a difference – in my portal, testing a report on my end, it does.

Best regards!

Re: Report Filter not limiting data

CLawson4 — Wed, 05 Jan 2022 18:06:30 GMT

It did not make a difference. I have tried a combination of all options with no success. Thanks for your feedback, I'm willing to try most anything to fix this.

Re: Report Filter not limiting data

Annie_Birai — Wed, 05 Jan 2022 21:01:23 GMT

Have you tried building it with the single object report builder instead of the custom report builder?

Re: Report Filter not limiting data

CLawson4 — Wed, 05 Jan 2022 22:19:34 GMT

@Annie_Birai I ended up using that. I was trying to use the custom just to see what flexibility it provided but sticking with the basics for now.