Data & Analytics

Reports and Dashboards: Create Personalized Report Filters

Make use of single dynamic report filters that display personalized results for each user. Create for example: a personalized sales report that only shows relevant data due to filtering on opportunity owners. To set up single dynamic report filters: create a report, or edit an existing one.

Then add filters on the user field, such as opportunity owner or created by. Select the relative value option for the filter and change the filter value to the assigned user. When you're done, make the report available to the sales team.

The feature allows sales team members to only see their opportunities, rather than shifting to a large amount of less relevant data. It can improve efficiency and help focus on specific opportunities, which can lead to better performance and increased revenue.