Dashboard Data Visibility Considerations

Because the privileges of the running user determine the data displayed in the dashboard, it’s possible to give dashboard viewers access to more data than they normally have. For example, if the running user is an admin or an internal user, viewers could see personally identifiable information (PII).

When setting the running user, users with View My Team’s Dashboards permission can view the dashboard as any user below them in the role hierarchy. Users with View All Data permission can edit the dashboard and view it as any user in the organization.

A user with one of these licenses can’t view a static dashboard if the running user has a different license type.

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A user can’t view a dynamic dashboard if the dashboard creator or initial running user has a different license type. To allow visibility, change the dashboard’s running user to a user with the same license type or grant the viewing user the Manage Dashboards in Public Folders permission.

If a dashboard widget uses Visualforce, the running user’s permissions aren’t considered. The content displays only if the viewing user has access to the Visualforce page.

Locale Considerations

If the running user and the viewer are in different locales, report content is presented based on the viewer’s locale. However, for a static dashboard, the date/time fields use the running user’s locale. For a dynamic dashboard, date/time fields are localized depending on the dashboard’s configuration.

These examples show how the viewing perspective can vary for users in different locales.