To provide individualized views of data, create a dynamic
dashboard.
Required Editions
| Available in: Salesforce Classic |
| Available in: Enterprise, Performance,
Unlimited, and Developer Editions
|
| User Permissions
Needed |
| To create, edit, and delete dynamic dashboards: |
Manage Dynamic Dashboards |
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To store the dynamic dashboard and corresponding source reports, create a
dashboard folder and a report folder from the Dashboards and Reports tabs. Share
these folders with the intended audience.
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On the Dashboards tab, create a dashboard or edit an existing one.
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Next to View Dashboard as, click
and select
Run as logged-in user.
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To let users change the dashboard’s running user, select Let authorized users change running
user on the dashboard view page.
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Click OK.
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For View dashboard as, enter a running user.
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Save your dashboard.
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Set the appropriate Show option on the report run page.
For example, if you select My Team’s Opportunities,
each viewer can see all opportunities for their team.
To avoid restricting the dashboard's view of the data, don’t
include specific record owners in an advanced filter, such as Opportunity
Owner equals Frank Smith. When saving an opportunity report, don’t
click Save Hierarchy Level.
