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We currently have an additional custom user lookup field on Accounts called CS Rep. I am trying to dynamically run the report as if I were the CS Rep. This way I can run a single report to send to each CS Reps through a subscription. It would work the same as using the My Accounts filter, but with the CS Rep field instead of Account Owner.

Is there a way to do this? Trying to find an alternative to making 10 different reports filtered by each CS Rep.

Thank you so much!

1 Answer 1

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Please take a look at this link, It might help you with solving the reports.

https://help.salesforce.com/s/articleView?id=000387687&type=1

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    While this may theoretically answer the question, it would be preferable to include the essential parts of the answer here, and provide the link for reference.
    – identigral
    Commented Nov 14, 2022 at 21:46
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    @senthamizh - That worked. Thank you so much! Commented Nov 15, 2022 at 20:34
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    Link is 404 now
    – Peter Luo
    Commented Aug 1, 2023 at 14:29

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