Ability to grant access to reports based on report type category. Change the list of files that you see with filters (1). The ability to add and remove report types by user or profile is a must.
Events with Invitee (report type)
In addition, there is also an external aspect to this for those who provide their customers the ability to create reports in their communities - these customers see all report types for the objects they are permissioned for, all standard and custom report types - very, very ugly. We don't want them to grant them access to create report of their choice (from object which they have access) from scratch.
Before we start to create a report, you must know that there are a few permissions that determine the ability of a user to create, run, export, and schedule reports in Salesforce. Often the standard report types will meet your reporting needs, however sometimes we run into reporting limitations with our standard set of report types. This table shows the types of permissions and access settings that are specified in profiles and permission sets. We'll investigate your suggestion and merge the ideas if it makes sense.Thanks for your merge suggestion. ©Copyright 2000- Flag; Grace Ralfelt - 3 years ago. We use simple and master versions of custom report types so users don't get overwhelmed by fields. We endup having to recreate reports. Really import for our organization as well, might have to disable all reporting which kind of makes the salesforce product a bit useless When trying to view certain reports in the dashboards users are getting the following error: "Error: The source report is based on a report type that is inaccessible to the dashboard's running user." Understanding how to create data sets in Salesforce is key to creating accurate reports. Analogous to a list view in Salesforce, when you only specify one object in your report type you will only have access to the data stored in the fields defined on that object for your columns*. This can also be satisfied using the same cross filter on the basic “Accounts” report type from scenario 1. Let’s review the Lightning Report Builder interface in detail to uncover some of those hidden gems !
The company internal use cases for controlling access to report types should be clear - the issues are compliance and usability. We need to restrict report types to roles/profiles/users/groups.Idea has been posted. This is because the “Dream Big Inc” account does not have any child opportunity records and the “Patty’s Deal” opportunity record does not specify an account record.
Rebecca Saar The “Patty’s Deal” opportunity record is not accessible here since our primary object is “Accounts” in this report type. Access libraries and the files in libraries (2). Just be sure to specify the option for “ “A” records may or may not have related “B” records.”There are two reports types you can use to accomplish this one. 3. We’ll use a sample Opportunity Pipeline report as an example to walk through and highlight some of the useful […] Here is the account and opportunity data set:This is an “inner join” in SQL terms, which means the resulting data set will display a row for every unique combination of matching records between the two tables. When you create a report in Salesforce, you first select the type of report you will create. If there is no record from the primary object, we will not see a row in our data set. Admin Episode: Build […]The Lightning Report Builder is powerful, and there is so much functionality available to you and your users. In the next post of this two-part series, we’ll be covering three more report types that you can add to your toolbox.Evan Ponter is a Salesforce Admin Hero from Baltimore, MD who has been focusing on declarative development since 2012. Really import for our organization as well, might have to disable all reporting which kind of makes the salesforce product a bit useless. Access all the files you own or have access to.
Admin Episode: How […]Hey #AwesomeAdmins! If there is no record, there will be no row in the data set.