Siera Report – Created By and Owner Filter Behavior

Overview #

In the Siera Report, when both Created By and Owner filters are added in the Filter section, the report may not return data as expected due to how the filters are evaluated.

This article explains the observed behavior and the correct way to configure filters.

Scenario Description #

A user configures the report with:

• Filter 1: Created By

• Filter 2: Owner

Observed Behavior #

1. If the Created By filter is added and the user unselects all users under that filter:

   • No data will be fetched.

   • Even if other filter conditions are satisfied for the user.

2. This occurs because:

   • The system still considers the Created By filter as active.

   • Since the selected user has not created any opportunities, the report returns no records.

3. Even if:

   • The user is removed from the Created By filter, and

   • Added under the Owner filter,
     

     • Even if the same user is the Owner of existing opportunities, those records will not be retrieved.

   The report will still not return results if the Created By filter remains applied.

Root Cause #

The Created By and Owner filters cannot work effectively together in this scenario because:

• If no records match the Created By criteria, the Owner filter will not override it.

• The report evaluates all applied filters collectively.

Recommended Configuration #

To retrieve opportunities where a user is the Owner (but not the creator):

• Remove the Created By filter completely.

• Use only the Owner filter.

• When creating or editing the report, the user will have the option to switch the filter from Created By to Owner, depending on the reporting requirement.

To ensure accurate results, use the appropriate filter based on whether the requirement is to fetch records by creator or by owner.