Hi, could any one tell me how can i reach this scenario.

Question

I would like to know what configuration needs to be used in dashboards so that user can see records that they have created.

The dashboard or underlying reports should not have manual filters on username or userid.

Pamela Wakeman · Accepted Answer

You can set the Dashbaord to be viewed “As the dashboard viewer” so that the user who views the dashboard will only see their own records or that of the users below them in the hierarchy.

Sandeep K · Answer

You can use the filter Created By in the report. Use Relative Value = $USER. This would show the records created by them even if they dont own the record.

Hi, could any one tell me how can i reach this scenario.

Reports & Dashboards

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