Control Widget Content When Source Is From a Report

When you include a report widget (or create a chart widget that uses a report as the data source) on a dashboard, you can configure how people see the data it displays. You can choose one of two perspectives from which you want people to view the content:

  • From the perspective of the widget editor—that is, the last person who edited the widget. What's displayed will be based on that user’s permissions to see the content.

  • From the perspective of the dashboard viewer (the person viewing the dashboard)—that, is the data displayed will be based on the person's own sharing permissions.

Who can use this capability

Permission requirements icon Licensed users with Owner or Admin permissions can add or edit dashboard widgets. You’ll also need Owner or Admin permissions to the report that you want to use as the source. Anyone with Viewer permissions to the dashboard will be able to see a widget according to the data and settings it was given when it was last edited.
Plan availability icon All plan types.

Configure a report widget to display information

NOTE: You can use these same steps to configure a chart widget that's based on report data.

To configure the widget:

  1. Select the widget that you want to configure and press Enter to edit it.
  2. Click Advanced Options at the top of the Edit widget window to display the Advanced Options window.

    Edit Dashboard Advanced Options
  3. Under How do you want to scope this report's data, choose one of the following options:
    • Widget editor: (You are the widget editor.) Use this option if you want people to see the data in the widget as you are able to see it, and you want it to remain the same for all viewers, no matter who is viewing the dashboard. 

      NOTE: If the report includes a “Current User” filter, the person who adds the report widget to the dashboard will be treated as the current user for everyone else who views the dashboard. (All viewers will see tasks assigned to you, for example). For more information about current user report criteria, see Creating Reports.

      IMPORTANT: With this option, people will be able to see information that they might not otherwise have access to. That is, people will have access to the information you display in the report widget, even if they are not  shared on the underlying sheets.
    • Dashboard viewer: Use this option if you want the report to display only data that the person viewing the dashboard has access to. The person viewing the data must be shared to the sheets from which the report was created. If the “Current User” filter is applied to the underlying report, viewers will see only rows with their name in the contact column. For more information about current user report criteria, see Creating Reports.
  4. When you’ve made your selection, click OK, and then click Done.

That’s it. The widget will now show information as you’ve specified.