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Manage Users and Data Access
Report Types Support for User Sharing

Report Types Support for User Sharing

Reports based on standard report types might expose data of users to whom a user doesn’t have access.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

The following report types might expose data of users to whom a viewing user doesn’t have access.

  • Accounts
  • Account Owners
  • Accounts with Assets
  • Accounts with Custom Objects
  • Accounts with Partners
  • API Usage
  • Campaigns with Opportunities
  • Custom Object Opportunity with Quotes Report
  • Events with Invitees
  • Opportunity
  • Opportunity Field History
  • Opportunity History
  • Opportunity Trends
  • Opportunities and Connections
  • Opportunities with Competitors
  • Opportunities with Contact Roles
  • Opportunities with Contact Roles and Products
  • Opportunities with Custom Objects
  • Opportunities with Partners
  • Opportunities with Products
  • Opportunities with Products and Schedules
  • Opportunities with Quotes and Quote Documents
  • Opportunities with Quotes and Quote Line Items
  • Opportunities with Sales Teams
  • Opportunities with Sales Teams and Products
  • Split Opportunities
  • Split Opportunities with Products
  • Split Opportunities with Products and Schedules

By default, these reports are accessible only to users who have the appropriate access. However, you can change the setting such that users without the appropriate access to the relevant users can see those reports.

Additionally, some reports may display a user’s role. When a user can see a record but does not have access to the record owner, the user can see the owner’s role on those reports.

 
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