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Search Results for '22713'

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  13780

  points

  Set the dashboard Running User as "current user" (dynamic) Under Consideration

  I'd love to be able to create one dashboard that could suffice for all reps in a region or globally - i.e., instead of giving them a view from their one common executive's perspective, the one dashboard would instead update based on their particular records they were allowed to see.
  
  For example, VP of Sales dashboard might currently show a bar chart that shows 650 leads broken out into 6 statuses. I'd like to set the Running User to "current user" instead of "VP of Sales" - so my proposed dashboard would show a particular rep in that region their 29 leads and the 3 applicable statuses those leads are in, instead of the overall perspective that might not be so relevant to them.
  
  (Note that the current "static" Running User option should stay available too, as it's good for times when competition is desired.)

  81 Comments  •  Posted by  CS  to Reports & Dashboards Oct 8, 2006
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  120

  points

  Additional dashboard security settings to enable easier configuration

  Add functionality in Dashboard Security Settings to enable two additional settings besides the "Running User": 1) By Log-in User 2) By Role

  4 Comments  •  Posted by  think2b  to Reports & Dashboards, Sales Force Automation, High Tech, Industry Solutions, Large Enterprise Ideas, Large Enterprise Jul 21, 2009
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  150

  points

  User ID Used to Run a Dashboards

  When we create a dasboard, we associate it with a user that should be used to run the dashboard. That way, user's data visibility rules get applied to dashboard also. But it creates a major problem in dashboard management. there are two issues 1) It might happen that user account used to run the dashboard may change roles, thereby changing the visibility rules. This would get carried over to dashboard data also which may not necessarily be the intent, resulting in wrong information getting presented to users. 2) It might happen that user account used to run the dashboard may become inactive as user might leave the company or such. This would at once stop the dasboard from working. A better solution will be to allow creation of dashboard users. Such type of users could be made part of a grander scheme of service/system users (if you will) that would be different from regular active users. These accounts once setup could be left as is so as not to affect the working of dependent funcionalities.

  3 Comments  •  Posted by  YogeshKapoor  to Sales Force Automation Jan 18, 2007
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  90

  points

  User-based security in one dashboard

  We need the ability to apply user-based security in one dashboard
  Object(s) affected - Dashboards
  Business Benefit - Time saved
  Group(s) Affected - Sales

  1 Comment  •  Posted by  guest  to Reports & Dashboards Oct 5, 2006
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  300

  points

  Reporting and Dashboards Dynamically Created for the Logged in User

  I would like the ability to be able to create Dashboards or Reports that are dynamic based on the User that is currently logged in. For example, now, if I wanted 30 people to have their own 5 custom reports, I would have to create 5*30=150 reports that I would continuously need to maintain. I would like to only create 1 report that is filtered based on the User currently logged in. I think this functionality should also carry over into Dashboards.

  3 Comments  •  Posted by  lage  to Administration & Sharing, Customization, Reports & Dashboards Aug 20, 2007