Sample Report: Filter By Activity Assignee

Want to Filter a Report by Assignee? Add a Filter for one or several Assignees either when creating a Report  or after by using the Customize button.

FLITER WHEN CREATING A REPORT

  1. Go to Reports > Create.
  2. Make the necessary Time Selection, Reporting Date, and Measure selections.
  3. Click the Add Filter icon > Select Activity as the Filter Type.
  4. Select Assigned To as the Activity Field > Check/uncheck the Assignees to Filter by.create and filter a report by assignee

FILTER AN EXISTING REPORT

  1. Go to Reports > Click on the Name of the saved Report to View.
  2. Click the Customize button from the top navigation,.
  3. Click the Add Filter icon > Select Activity as the Filter Type.
  4. Select Assigned To as the Activity Field > Check/uncheck the Assignee to Filter by.filter an existing report by assignee