web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Help viewing underlying records from a system dashboard

(0) ShareShare
ReportReport
Posted on by 285

Hello,

I'm having a few dashboard issues, I have created a system dashboard using a combination of system views and charts which I also craeted. I have publised the changes, when I view the dashboard from the front end the chart shows correctly and when I click on the button to view the underlying data (the icon from the dashboard 'view the records that are used to generate the chart' ) the correct records show.

My colleague can view the dashboard from the front end also and the chart appears and shows the correct information e.g. account records that the user created, but when she clicks on the button 'view the records that are used to generate the chart' the records displayed are not limited to only the records that she created (as in the records displayed do not corresponed with the chart at all, the view which appears also is not the correct view that I see when I view the underlying data).  I'm wondering why it works for me but not for others, prehaps there is a step that I need to do to the system view so that users can see the correct data, any direction would be appreciated?

Thanks

Spaz

*This post is locked for comments

I have the same question (0)
  • Spaz Profile Picture
    285 on at
    RE: Help viewing underlying records from a system dashboard

    just to give a more accurate picture, it appears users as well as myself do not see the records which correspond to the chart, when we click on ‘view the records which were used to generate the chart’ the record view displayed is the accounts out of the box default view eg. ‘My active accounts’ (I also see this view as well) the view I created for the chart is not listed  as an option so unable to even select it. In the backend after I had created everything I clicked on ‘Publish All’ I would expect the system view to show and I be checked and the system view is ‘Active’ I’m assuming it’s the system view that has the problem as the dashboard and the chart work ok.

  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at
    RE: Help viewing underlying records from a system dashboard

    Hi Spaz,

    Are you and your colleague viewing the exact same Dashboard from the same browser? If you can provide screenshots of the Dashboards and views that will assist us in diagnosing the problem.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#2
Christoph Pock Profile Picture

Christoph Pock 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans