On workbooks, how do you filter for ‘mine’?

Not sure what records you're looking at, but you can add a field to either the criteria and select it there, or as a column, and filter it from there. For example, I have a transaction workbook, and I added "Sales Rep" as a result column, and when filtering it, the is the option for {me}

We are looking at the sales rep field tied to invoicing and {me} wasn’t an option... just tested a different record type and {me} is there. Then just went back into the report that didn’t have it and now {me} is showing...

Workbooks seem like they still have a lot of...work...to be done to them. Not very intuitive, and/or useful. At least for me.

Come in today and it is no longer working. At a total loss.

Is it something you can do via saved search?

We are setting up some analytics charts for dashboards. (A bit new to NS but all I have seen from saved searches on dashboards are detailed data lines)

Gotcha. Report snapshots might be an alternative to look into, depending on what you're looking to display.