Switch between your data and the team's data
Switch between your data and the team's data
The data menu sits below the workspace selector at the top of the expanded side menu. It changes which records supported pages show. It does not move records, change ownership or change anyone's access.
Choose a view
| Option | What you will see |
|---|---|
| Workspace | Records across the workspace that your account can access |
| My data | Records connected to your ownership or assigned work |
| A teammate's name | Records connected to that teammate, where available |
- Expand the side menu.
- Open the data menu below the workspace name.
- Choose the view you need.
- If the list is long, search for a teammate.
- Check the selected label before reviewing the page.
The search inside this menu only finds people in the list. To find a company or stakeholder, use search on the relevant page.
Why a result changes
My data can contain fewer records than Workspace because the wider view includes work connected to other people. A teammate's view can differ for the same reason.
Page filters, date ranges and your permissions still apply. When comparing a result with a teammate, match the workspace, data view, date range and filters.
Changing the data view cannot give you access to another workspace, feature or restricted record.
If expected data or a person is missing
- Clear the search in the data menu.
- Confirm the workspace at the top of the menu.
- Return to Workspace.
- Clear the page's search and filters.
- Ask the administrator responsible for your DOE access to check the workspace and role.
When your company uses SSO and SCIM, your company manages account and access changes. The data menu cannot correct an SSO, SCIM or role problem.
For Insights-specific comparisons, see personal and team Insights. For report timing differences, see report data freshness.