Reports - Limit Results Based on the User Running the Report

You can limit the results a report returns based on the user running the report. This can reduce the need for copies of the same report per Office, Program, etc. Also useful for a report that only shows someone "their" cases.

Office: Use the "User's Office" checkbox in an office filter

Program: Use the "User's Program" checkbox in a program filter

Assignment: Add the Case Data > Additional Assignments (One Row Per Assignment) > Assigned To > Database ID field as a filter. Set it to "Is the User Viewing this Report". This will return one row for every assignment. The report can be limited further by filtering on a specific assignment type from the same Additional Assignments table. If Jane did the intake and is the primary assignment on a case, the report will show both rows. Filtering on Assignment Type = Primary, for example, would only show the one row.

Primary Advocate - Add the Case Data > Primary Assignment > Advocate > Database ID field as a filter. Set it to "Is the User Viewing this Report".

Supervisor of the Primary Assignment: For a list of cases someone is supervising. Only useful if user records are setup with the Supervisor block. Add the Case Data > Primary Assignment > Advocate > Supervision - Supervisee > Supervisors (One Row Per Supervisor) > Supervisor > Database ID field and set it to "Is the User Viewing this Report".

Service County(ies) of User's Office: Only useful if service counties are selected for offices on the Admin > Offices page. Add the Case Data > My Service Area (Service County of User's Office) > In My Service Area field to a report, then add that field as a filter and set the filter to Yes. Optionally hide the filter if people running the report shouldn't be allowed to change it.

Time: Timekeeping > Caseworker > User Data > Database ID. Select "Is the User Viewing this Report" in the filter.