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Topics#Ask An ExpertRobin Gray's Question
Robin Gray (FMI) asked in #Ask An Expert
Sep 7, 2016, 12:33 PM

I have a four reports, one for Won Opportunitites , Open & Past Close date, Lost Opportunities last 30 day and Opportunities- Next 30 days

For the reports listed above I have built a dashboard.  My boss want's the users to view the reports as "My Opportunities", however, when they view the reports as "My Opportunities" they can only see their opportunities, which is correct.  My problem is that the dashboard in defaulting to me with my test opportunities.  Is there a way to also have each user see only their opportunities on the dashboard.
2 answers
  1. Sunil Sarilla (M&G Investments)
    Sep 7, 2016, 12:38 PM
    Hi Robin,

     

    You need a dynamic Running user for the Dashboard, Edit the Dashboard and set the running user of the Dashboard to "Run as logged-in user"

     

    Please see the screenshot below

     

    Hi Robin, You need a dynamic Running user for the Dashboard, Edit the Dashboard and set the running user of the Dashboard to
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