Filter by Record Ownership

Ownership filtering allows you to specify the records that will be included in Views or Reports.

Parameters

Choose the ownership group from the dropdown list:

All Visible Records

All records from all teams. Records that you have created, as well as those assigned to you by others.

My Records Only

My Teams' Records Only

Only records of those belonging to your team (My Team).

Specific Teams' Records Only

Only the records of users belonging to a selected team. Click the Lookup button to display a list of available teams, and select one or more teams to include their records.

Specific Users' Records Only

Only the records of individual users. Click the Lookup button to display a list of users. Select one or more to include their records.

Records Created By Me Only

Only records that you have created

Custom List

A customized list of records created from one or more objects. After selecting this option, click the Lookup button to display the available lists from which to choose.