Here's a little formula that I came accross that comes in handy when you need to create reports and dashboards (it also works with List Views too!) that display things like Activities, Cases, Leads, Opportunities, etc that were created by one user, but might now be owned by another user.
Unfortunately the built-in Salesforce "My..." and "My Team..." filters only reference the record Owner field, so you're forced to clone reports and edit the Created By filter (making the Running User pretty much useless). Here's what you do:
Create a custom field on the objects that
you need to track CreatedBy (User).
Field Name: CreatedBy$User
Return Type: Number, 0 decimals
Formula: IF(CreatedById = $User.Id , 1, 0)
Now just add a simple filter to your reports and now use the Running User to create Scheduled Reports and Dashboards that display anything a user created. Now if you need to create a new "Created By... Dashboard" all you have to do is clone the Dashboard and change the Running User (no more cloning and editing reports for each user)
The simple filter:
Operator: [equals] Value: 1
As the founder of Incarni Partners, Ashley Porath, shares practical tips, trends, thoughts, links, ideas and tools for successful Cloud based CRM solutions.