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            Configure Dashboard and Reports

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            Configure Dashboard and Reports

            When a service representative accesses the Home tab, the dashboard shows a visual summary of the cases assigned to them. To ensure a service representative sees information only about the cases assigned to them and not all cases, you must configure the dashboard to convert it from a static dashboard to a dynamic dashboard.

            Required Editions

            View supported editions.
            User Permissions Needed
            To configure the dashboard and reports: HrServiceWorkspaceHrPsnl
            1. Use the navigation menu to open the Dashboards tab.
            2. Click Employee Portal Dashboard.
            3. Click Edit.
            4. Click Gear icon.
            5. In the View Dashboard As section, select The dashboard viewer.
            6. Save your changes.
             
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            Salesforce Help | Article