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?31
A.
Set the Opportunity Filter for Primary as True.
B.
Filter by Opportunity Owner equals $USER.
C.
Set Organization Wide Defaults of Order object to Private.
In Salesforce reporting, administrators can use relative date and user filters to make a single report template dynamic for every person who views it. By setting the filter to Opportunity Owner (or Order Owner) equals $USER, the report will automatically filter the results to show only those records owned by the individual currently logged in and viewing the report. This is much more efficient than creating separate reports for every rep. While setting the Organization-Wide Defaults to Private (Option C) would restrict general visibility, it does not help if the reps need to be able to see each other's data for other business reasons but simply want a "clean" personal view for daily tasks36. Saving the report in a private folder (Option D) only restricts who can see the report itself, not the data contained within it. Using the $USER variable is the standard way to provide personalized, relevant data views in a shared reporting environment.
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