How to Create Reports Showing Records Created by Current User


As Salesforce Admins, we're often asked to create reports that have dynamic filters to display records Created by, Owned by, or Assigned to the running user.

Although Salesforce does provide some native functionality to show all MY Contacts or Accounts, there are often legitimate reasons why we need to expand the use case a bit further.

For example, one of my clients asked me to create a report showing all of the contacts owned by the running user - only showing their own records.

The current report capabilities does not perform this type of dynamic filtering.

This is where a bit of Salesforce formula magic comes to the rescue.

Here's how it works..

On each object where you want to create this type of filter, simply create a formula field following the parameters below:

Field Name: Created by User
Data Type: Formula
Return Type: Number, 0 decimals
Formula: IF (CreatedById = $User.Id , 1, 0)

Once you completed this step - go into your favorite report and add the following filter:

Field: Created by User Operator: [equals] Value: 1

Ta-da!

You can now create as many versions as you deem appropriate for Owner ID, Assigned to ID, etc. on any objects you wish.

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About the author: David Giller

David Giller a Salesforce Trainer, Consultant, Blogger & Author. Although he started his professional career as an attorney, he entered the world of enterprise-scale IT management at NBCUniversal, and continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru." David is now CEO of Brainiate. You can read more about David's bizarre career path here.

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