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Create a Report from Your Site with Report Builder

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Create a Report from Your Site with Report Builder

With the new Report Builder page, external users can create, edit, and delete reports directly from their Experience Cloud site.

Required Editions

To access Report Builder and the Report run page, enable reports for your sites. You can grant partner and customer users permissions to create and edit reports through their profiles or permission sets.

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
 
User Permissions Needed
To create permission sets or enable custom permissions in profiles: Manage Profiles and Permission Sets
To assign a permission set to a user: Assign Permission Sets

To let external users create and edit reports, turn on Create and Customize Reports, Report Builder, and Edit My Reports permissions through custom profiles or permission sets. If you want external users to export report data, assign them Export Reports permission.

External User Permissions Needed to Create and Edit Reports
To create, customize, and delete reports in a personal folder:

Create and Customize Reports

AND

Report Builder
To create, customize and delete their own reports in a privately shared folder with Viewer access:

Edit My Reports

AND

Report Builder
To export report data: Export Reports

The Report Builder page and Report Run are available in the following site templates:

  • Customer Account Portal
  • Partner Central
  • Customer Service

External users can create, edit, and delete reports directly in their site from Report Builder.

  1. Select the Report tab, and click New Report.
  2. In Report Builder, create and customize your report.

After you enable reports for your community the New Report button, and the option to view reports using the Report run page are available. To view the New Report button, add the Report List page to your community. If the button doesn’t appear after you enable Reports, republish your community.

With all Salesforce reports, to view, edit, or delete a report you must have access to it.

See Also

 
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