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I understand how show filter works in report builder.

My Opportunities: Searches ONLY the opportunities you OWN.

My Team-selling opportunities: Searches ONLY the opportunities where you are on the SALES TEAM.

My Team-selling and my own Opportunities: Searches BOTH the opportunities you OWN and the opportunities where you are on the SALES TEAM.

My Team's Opportunities: Searches ONLY the opportunities OWNED by you and the users who report to you in the role hierarchy.

My Team's Team-selling and their Opportunities: Searches the opportunities OWNED by you and the users that report to you in the role hierarchy, as well as opportunities where you or the users who report to you in the role hierarchy are on the SALES TEAM.

How to create a dynamic report where I can filter by user's manager so that all the records owned by users for this specific manager could be returned?

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    You want a user to run a report and see all records owned by users who have the same manager as the user running the report? That seems possible if you add a formula field to opps, pseudocode: $user.manager.id = opp.owner.manager.Id then filter your report for that field = true.
    – gorav
    Jan 21, 2016 at 15:29
  • create formula field on opportunity. Add filter criteria to report that formulafield = true.
    – gorav
    Feb 2, 2016 at 12:33
  • @gorav Yeah, it worked like charm. Please feel free to post your comments as an answer which I'll be happy to accept.
    – Jarvis
    Feb 2, 2016 at 13:25
  • glad it worked - answer added. cheers
    – gorav
    Feb 2, 2016 at 21:46

2 Answers 2

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First, add a formula field to opportunities, that compares the running user's manager to the opp owner manager

Pseudocode: manager_compare__c >

$user.manager.id = opp.owner.manager.Id`

Then, add a filter to your report such that manager_compare__c = true.

All credit for this answer goes to SteveMo who talked about the idea of using $User in formula fields for reports and list views circa df 2010 :)

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You should look into using a report filter. Adding these to a report reduces the data down to just records which fit inside the criteria you specify. You can use these filters to only pull records which have a specific user set in a given field.

I would read through the docs on this, which you can find here.

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