How do I create a dynamic report that will only show "My Contracts"? - Answers - Salesforce Trailblazer Community
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Matthew GershenMatthew Gershen 

How do I create a dynamic report that will only show "My Contracts"?

I feel like this is a stupid question, but is there a way to create a report for contracts in the same way as the report seen in the image below is only showing "My Accounts"? Also, am I able to do the same dynamic thing for a custom field that is different from contract owner?

Thank you in advance.


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Sunil SarillaSunil Sarilla
Hi Matthew,
You will have to create a custom checkbox formula field and use that as field filter in the report.
Create a Custom formula field, Field Label: MyContracts
Formula Return Type Checkbox
formula is
$User.Id =  OwnerId
As per the above formula , if the current user is the contract owner the checkbox will be checked to True
Now create a report and create a field filter which says
MyContract equals True.

You will have to create a similar checkbox formula field for other lookup field
$User.Id = CustomLookupId__c
Please use the insert field button to select the field API Name of lookup field and use this as filter in your report.

 
Patrick SullivanPatrick Sullivan
The standard one doesn't have it for some reason. If you make a Custom Report Type for Contract (nothing fancy, just the Contract + all the regular fields), you will get that filter. 
Matthew KeysMatthew Keys
That sounds like an easy way to fix it,  thanks Patrick!

If it failed I shall have a look at the custom field,  thanks Sunil