http://m.getsatisfaction.com/topics/7679294 Ability to filter on "Other Users" for Custom Fields in Reports 2018-10-23T17:30:46Z 2018-02-01T16:14:38Z 7679294 http://m.getsatisfaction.com/topics/7679294 7679294 Ability to filter on "Other Users" for Custom Fields in Reports 2018-10-23T17:30:46Z 2018-02-01T16:14:38Z Joe DiFilippo http://m.getsatisfaction.com/people/9414358 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11315347/JoeDiFilippoPhoto_medium.jpg joe_difilippo Hi,<br /><br />My organization currently has a need to filter on "Other Users" on custom fields in reports. I was told only Standard Objects can be filtered by All Users, Current User and Other Users. The custom fields are only All Users and Current User.&nbsp;<br /><br />Our use case is on the My Customer Health report. We use a CSM and CSE field. Managers of CSE's would like to easily enter their employees to view their accounts and health scores associated with them.&nbsp;<br /><br />Any feedback or workarounds are welcome!<br /><br />Thanks,<br />Joe idea pending 4 9 8 comment http://m.getsatisfaction.com/topics/7679294/replies/19287786 http://m.getsatisfaction.com/topics/7679294 19287786 Jeff Kirkpatrick responded to "Ability to filter on "Other Users" for Custom Fields in Reports" 2018-02-01T17:38:24Z 2018-02-01T17:38:24Z Jeff Kirkpatrick http://m.getsatisfaction.com/people/7657820 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11032177/860950_medium.jpg jeff_kirkpatrick Hi Joe - do you use the Company and User objects in MDA?<br /><br />You should be able to create a GSID field in the Company object for your CSE which looks up to the User::GSID field<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1699074/RackMultipart20180201-79738-10bdtly-Screen_Shot_2018-02-01_at_11.30.38_AM_inline.png?1517506271" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1699074/RackMultipart20180201-79738-10bdtly-Screen_Shot_2018-02-01_at_113038_AM_inlinepng1517506271" /><br /><br />then map it in Gainsight Connect so that the Company::CSE is loaded with the SFDC ID of the CSE from the Account record:<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1699075/RackMultipart20180201-119566-152zpi4-Screen_Shot_2018-02-01_at_11.32.44_AM_inline.png?1517506377" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1699075/RackMultipart20180201-119566-152zpi4-Screen_Shot_2018-02-01_at_113244_AM_inlinepng1517506377" /><br /><br />(That step is just so you can map the CSE for each account to each Company record)<br /><br />Then provided you have loaded your User table in MDA with the appropriate users, you can add a filter to your dashboard, using the SFDC User ID for the CSE<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1699076/RackMultipart20180201-24353-1b8h1qq-Screen_Shot_2018-02-01_at_11.34.30_AM_inline.png?1517506496" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1699076/RackMultipart20180201-24353-1b8h1qq-Screen_Shot_2018-02-01_at_113430_AM_inlinepng1517506496" /><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1699077/RackMultipart20180201-122144-1v2pmbg-Screen_Shot_2018-02-01_at_11.34.40_AM_inline.png?1517506509" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1699077/RackMultipart20180201-122144-1v2pmbg-Screen_Shot_2018-02-01_at_113440_AM_inlinepng1517506509" /><br /><br />THen you can search for Other User<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1699078/RackMultipart20180201-120266-1thpnfn-Screen_Shot_2018-02-01_at_11.35.39_AM_inline.png?1517506604" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1699078/RackMultipart20180201-120266-1thpnfn-Screen_Shot_2018-02-01_at_113539_AM_inlinepng1517506604" /><br /><br />This allows you to actually search the entire User table though...so even people who are not CSEs will show up in the Other User list.&nbsp; I haven't figured out how to restrict this to the specific individuals I want displayed in the search.<br /><br /><br />&nbsp;Don't know if this meets your use case or not.&nbsp; &nbsp;Hope it helps. 4 http://m.getsatisfaction.com/topics/7679294/replies/19314382 http://m.getsatisfaction.com/topics/7679294 19314382 Dan Ahrens responded to "Ability to filter on "Other Users" for Custom Fields in Reports" 2018-02-12T15:52:14Z 2018-02-12T15:52:14Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Very nice explanation, Jeff! Thanks for posting the step by step instructions. 2 http://m.getsatisfaction.com/topics/7679294/replies/19314942 http://m.getsatisfaction.com/topics/7679294/replies/19287786 19314942 Joe DiFilippo responded to "Ability to filter on "Other Users" for Custom Fields in Reports" 2018-02-12T18:27:28Z 2018-02-12T18:27:28Z Joe DiFilippo http://m.getsatisfaction.com/people/9414358 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11315347/JoeDiFilippoPhoto_medium.jpg joe_difilippo Thank you for the response Jeff! I've also gotten that far with the steps you provided above. I am currently trying to figure how to get the report to only show the employees you want to filter on. It continues to show other CSMs/CSEs depending on what I use for a filter. 0 http://m.getsatisfaction.com/topics/7679294/replies/19820905 http://m.getsatisfaction.com/topics/7679294 19820905 Theresa Lucius responded to "Ability to filter on "Other Users" for Custom Fields in Reports" 2018-10-23T17:30:46Z 2018-10-23T17:30:46Z Theresa Lucius http://m.getsatisfaction.com/people/9603451 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11253059/photo_medium.jpg theresa_lucius_8jhkb9qh4podh I have the same use case where I created a scorecard report off of Scorecard Fact that the CSM's can use on a dashboard to see their customer scores, however, when I use the "CSM" filter on the Company object, it only lets you select "current user" or "all users" whereas if this report was on another object, the user filter would let you select "other user". It would be especially helpful for the CSM managers if they were able to filter by "other user" to see their individual reps data. 0