Sharing Filter Criteria

Sharing Filter Criteria

Hello, 

I created a report that shows what accounts have not been visited by a sales rep in their territory. The report works as intended. 

I want to share this report with each sales rep, so I created a private link. When I did this, each individual sales rep can see every sales rep's information:

So, I then attempted to apply a filter criteria using User's Email = their login email, so, for example,  if Jody Tucker logs in, he will only see Jody Tucker. 


When I logged in as Jody Tucker to see if it worked, it looked like it did. So I logged out, and logged in as someone else, (Guy Goulet) only to find Jody Tucker's info again. I logged out as Guy, logged in as someone else and Jody's info still showed up. I tried clearing the cache, only to have the same thing happen again. 

So something is not quite right and would like to know how I can resolve the issue.

Regards,

John Galich

    Access your files securely from anywhere

        Zoho Developer Community

            Bootcamp
            Community
            Pricing
            Webinars
            What's New
            Integrations
            Contact Support
            Contact Sales

              Zoho Survey Resources
                Features
                Survey Templates
                Integrations
                Community
                iOS Mobile Surveys
                Pricing
                Android Mobile Surveys
                Insurvey Blogs
                Insight Blogs
                Tips & Tricks





                              Latest Feature Updates


                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day




                                      Zoho Marketing Automation
                                        Zoho SalesIQ Resources

                                              • Sticky Posts

                                              • Announcing Zoho Analytics 6.0 Beta!

                                                We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team

                                              • What's New in Zoho Analytics - August 2024

                                                Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data

                                              • We are coming to your city! Zoho Analytics Community Meetup

                                                Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing

                                              • Zoho Analytics: 2021 Look Back

                                                As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021

                                              • [Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022

                                                Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution.  Hear more from Claudio Cabeza, Director at PREMO


                                              Manage your brands on social media
                                              Access Zoho Social

                                                Zoho Pagesense Resources


                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now