Users have noticed that when they click on a report in a dashboard to view the report details, the values in the report are different from the values…

A discrepancy between dashboard and report data typically occurs for two main reasons. First, dashboards are snapshots of data from the last time they were refreshed. If the underlying data has changed since the last refresh, the dashboard will display outdated information, while the report, when run, will show the most current data. Second, dashboards can be set to run with the data visibility of a specific user (the "Running User"). If the viewing user has different data access permissions than the designated running user, the dashboard will show data based on the running user's visibility, but the underlying report will run based on the viewing user's own permissions, causing a mismatch.

A. The report needs to be refreshed.

Reports run in real-time when a user clicks on them, always showing the most current data according to the user's permissions. They do not have a separate "stale" state.

C. The current user does not have access to the report folder.

If a user lacked access to the report folder, they would receive an error and be unable to view the report at all, not see different data.

1. Salesforce Help Documentation - Why Don't My Dashboard and Report Data Match?

Reference: This article explicitly lists the two primary reasons for data mismatch. It states, "Your dashboard hasn't refreshed" and "Your dashboard is running as someone else with a different set of permissions." This directly supports answers B and D.

2. Salesforce Help Documentation - Refresh Dashboard Data

Reference: Under the section "Refresh Dashboard Data in Lightning Experience," the documentation explains, "A dashboard shows data from the last time it was refreshed." This confirms that a dashboard can display stale data if not recently refreshed, supporting answer B.

3. Salesforce Help Documentation - Choose a Running User for a Dashboard in Lightning Experience

Reference: This document details the concept of a running user. It clarifies, "The running user determines whose data is visible on the dashboard... When viewers click through to a source report, they see the data as themselves, not as the running user." This directly supports answer D as a reason for data discrepancy.