My versus My team's report visibility filters
Key Takeaway
The "My" options show records you own. The "My team's" options add records owned by your subordinates in the role hierarchy, not your opportunity team or account team. Even the broadest option, "All", stops at what your sharing access allows.
Standard opportunity reports and account reports include the View filter, a standard filter that limits which records the report shows. Each option picks records based on how they relate to you, such as whether you own them. The options available vary by your org's edition and setup.
The My, My team's and All options
The "My", "My team's" and "All" options each have a version for opportunity reports and a version for account reports.
| Opportunity reports | Account reports | What it shows | |
|---|---|---|---|
| My | My opportunities | My accounts | Only records you own |
| My team's | My team's opportunities | My team's accounts | Records you own, plus records owned by all of your subordinates in the role hierarchy |
| All | All opportunities | All visible accounts | All records you can view |
Use the "My" options when users want a report of just their own records.
The "All" options are the broadest, but your sharing model still decides which records you can view. So even the "All" options stop at what your access allows.