+ Start a Discussion
hideawayguyhideawayguy 

Dynamic Dashboard Data not constraining...

hi folks, i have a dynamic dashboard that runs as the logged in user.

 

i have a master detail relationship between two object. 

 

Master -> Hotel

Detail -> Room Count

 

when i run the report as an admin, all records are counted in the reports as they should be regardless of who owns the master hotel records. however, when i run as a logged in user who owns only one hotel record, the reports that are running are still returning all records in the counts and in the reports. i need it to return only records/data on the report and dashboard for records that are owned by the logged in user (unless admin user is running the report). 

 

any ideas?

 

thanks

 

 

Vinita_SFDCVinita_SFDC

Hello,

 

In report filter you will get option of choosing My records or All records. For example if reports is on Accounts object in filters you will get option: My Accounts, All accounts. So if you will make this choice while creating the report, you will get the results as per the filetr in reports/dashboards.