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Create a Dynamic Dashboard in Salesforce Classic

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Create a Dynamic Dashboard in Salesforce Classic

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
  1. 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.
  2. On the Dashboards tab, create a dashboard or edit an existing one.
  3. Next to View Dashboard as, click View dashboard button icon and select Run as logged-in user.
  4. To let users change the dashboard’s running user, select Let authorized users change running user on the dashboard view page.
  5. Click OK.
  6. For View dashboard as, enter a running user.
  7. Save your dashboard.
  8. 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.

See Also

 
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