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            Filter Report Data by Role Hierarchy

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            Filter Report Data by Role Hierarchy

            You can view records based on org structure or job function? Get records owned by everyone in a job role (like sales manager) and their subordinate roles (such as sales person) by filtering your report on a role.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To add or edit a filter

            Create and Customize Reports

            AND

            Report Builder
            To lock or unlock filters so that users can’t edit them while viewing a report in Lightning Experience

            Create and Customize Reports

            AND

            Report Builder
            To edit a filter while viewing a report in Lightning Experience Run Reports

            For example, to see opportunities owned by sales team members in California, filter your opportunity report by the role Sales Manager - California. Optionally, drill down on opportunities owned by a specific sales manager in California, narrow your results by a specific person in the role.

            Note
            Note Role hierarchy filters are available for reports based on these standard report types:
            • Activity
            • Task
            • Event
            • Campaigns with Opportunities
            • Forecasts
            • Opportunity, except for:
              • Opportunities with Competitors
              • Opportunities with Contact Roles
              • Opportunities with Contact Roles and Products
              • Opportunity History
              • Opportunities with Partners
              • Opportunities with Opportunity Teams
              • Opportunities with Opportunity Teams and Products

            Filter by Role Hierarchy in Lightning Experience

            In Lightning Experience, you can filter by role hierarchy while reading or editing a report.

            While Editing a Report in the Lightning Experience Report Builder
            1. Edit or create a report.
            2. From the FILTERS tab, click Show Me.
            3. From the Show Me menu, filter by a role.
            4. Further filter the report by narrowing the results by a person in your selected role. Narrowing by a person shows records that belong to that person, and to people in roles that report to that person.
            5. To reset your selection, click Clear Selection.
            6. Click Done.
            7. Click Save.
            While Viewing a Report
            1. To filter a report, on the report run page, click Filters to open the Filters panel.
            2. In the Filters panel, click Role Hierarchy, and filter by a role.

              If you select a role above your role in the hierarchy, such as CEO, the report results doesn’t show records that you don’t have permission to view. You only see records you’re allowed to view based on your role.

            3. Further filter the report by narrowing the results by a person in your selected role. Narrowing by a person shows records that belong to that person, and to people in roles that report to that person.

            Filter by Role Hierarchy in Salesforce Classic

            1. From the report run page, click Show Hierarchy.
            2. Drill down to a role.
            3. If you want the report to open already filtered by a role, drill down to the role and click Customize to open the report builder. Then, click Report Properties and check Save Hierarchy Level. From Report Properties, click Save, then from the report builder click Save again.

            This behavior applies when using custom report types in Salesforce Classic. If you previously saved a report without selecting a role, the report is filtered by your role when you run it. If you don’t have an assigned role, the report is filtered by the topmost role.

            Note
            Note If you remove the View Roles and Role Hierarchy permission, users can still view the hierarchy information in Salesforce Classic reports.
             
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