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Topics#Reports & DashboardsMaxine Chang's Question
Maxine Chang asked in #Reports & Dashboards
Oct 7, 2015, 2:48 PM

Reports and Inactive User Data

I'm creating reports and want to avoid grabbing data that is owned/created by an inactive user. What's the easiest way to vet out this data?
2 answers
  1. Sunil Sarilla (M&G Investments)
    Oct 7, 2015, 2:57 PM
    Hi Maxine,

     

    There are multiple ways of doing this.

     

    One approach is by creating a formula field(s) on the respective object.

     

    Create a Formula field of Checkbox Return type on the Object, Label the field as Owner Active and the formula is

    Owner.IsActive

    Create a 2nd formula field of checkbox return type and label the field as Created By Active and the formula is

    CreatedBy.IsActive

    Create a report and filter the report where either of the checkbox is true.

     

     
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