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Control Standard Report Visibility
Show or hide standard reports that 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 |
| User Permissions Needed | |
|---|---|
| To set standard report visibility: | Manage Sharing |
You can control whether users can see reports based on standard report types that can expose data of users to whom they don’t have access. When User Sharing is first enabled, all reports that contain data of users to whom a viewing user doesn’t have access are hidden.
- From Setup, in the Quick Find box, enter Sharing Settings, then select Sharing Settings.
- Click Edit in the Organization-Wide Defaults area.
- To allow users to view reports based on standard report types that can expose data of users to whom they don’t have access, select the Standard Report Visibility checkbox. Or, to hide these reports, deselect this checkbox.
- Click Save.
Notes about visibility:
- If the organization-wide default for the user object is Private and the Standard Report Visibility checkbox is selected, a person viewing the report can see the names of users that are listed in the report. To see details such as username and email address, the viewer must have access to the users.
- When you deselect the Standard Report Visibility checkbox, users with the “View All Users” permission can still see all reports based on standard report types, except for some administrative reports. All users can view the Administrative Reports report type and manage reports associated with it. However, to view the Administrative Reports folder and other reports within it, such as user and approval request reports, you require the "View Setup and Configuration" permission. If the organization-wide default for the user object is Public Read Only, these reports are visible to all users.
- If the organization-wide default for the user object is Public, the data that is exposed in standard report types includes data from fields on records that other users own. All information from the secondary records is exposed, including information that isn’t directly related to the current user. For example, if user object sharing is set to Public, the standard Accounts with Assets report exposes user data from the Accounts object and the Assets object.
- Visibility behavior also differs for standard and custom report types:
- Standard Report types operate on the primary object's sharing settings. For example, the Accounts and Assets standard report type respects only the Accounts sharing settings.
- Custom Report Types respect both primary and secondary object sharing. For example, the Accounts and Assets custom report types respect the sharing settings of both Accounts and Assets.
Important When Analytics sharing is in effect, all users in the organization get
Viewer access to report and dashboard folders that are shared with them. Users who have been
designated Manager or Editor on a folder, and users with extra administrative permissions,
can have more access. Each user’s access to folders is based on the combination of folder
access and user permissions. To ensure that standard report folders are hidden as needed,
remove sharing for all users from the folders. Then deselect the View Dashboards
in Public Folders and View Reports in Public Folders
checkboxes for the users’ profiles.
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