A group of sales reps can view each other's orders on a report; however, they would like a report to view just their own orders. What should a Platform Administrator do to set up a report for the…

The correct answer is B. Filter by Opportunity Owner equals $USER. Adding a filter 'Opportunity Owner equals $USER' uses a dynamic variable that resolves to whichever user is currently running the report. This means a single shared report will automatically show each sales rep only their own records at runtime. Option A is irrelevant (no…

Submitted by diego_uy· Apr 18, 2026Data and Analytics Management

Question

A group of sales reps can view each other's orders on a report; however, they would like a report to view just their own orders. What should a Platform Administrator do to set up a report for the sales reps?

Options

ASet the Opportunity Filter for Primary as True.
BFilter by Opportunity Owner equals $USER.
CSet Organization Wide Defaults of Order object to Private.
DSave the report in a private folder for the user.

How the community answered

(25 responses)

A
4% (1)
B
92% (23)
C
4% (1)

Explanation

Adding a filter 'Opportunity Owner equals $USER' uses a dynamic variable that resolves to whichever user is currently running the report. This means a single shared report will automatically show each sales rep only their own records at runtime. Option A is irrelevant (no 'Primary' Opportunity filter exists for this purpose). Option C changes record-level security org-wide, which is far too broad and would break sharing for other use cases. Option D in a private folder would make the report inaccessible to others - not a scalable solution for a group of reps.

Topics

#Reports#Report Filtering#Dynamic Filters#User-Specific Data

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