Sharing dashboards with they dynamic “Me” filter should filter by recipient

Currently, the dynamic “Me” filter on dashboards will display records owned by the logged in user. If Sally sets up the dashboard with this filter, then Ben logs in and views the dashboard, Ben will only see records he owns. This works great.

But when Sally schedules a recurring email to send the dashboard out via email to herself and Ben - even though the share can inherit the dashboard filters, it doesn’t do the cool dynamic filtering, and Ben and Sally both end up with an email filtered to Sally’s records. Not so useful for Ben!

 

When setting up an email to share the dashboard, the filters should function as they do when filtering the dashboard (i.e. dynamically, based on email recipient) or if this isn’t the default behaviour, there should be an option to toggle it on/off.