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Unable to select individual Users when you schedule a report in Salesforce

Publiceringsdatum: Oct 13, 2022
Beskrivning

 

Note: This article doesn't apply to organizations with the 'Enhanced Analytics Sharing' feature enabled.

 

If the folder containing your report is restricted to certain groups or roles, you won't be able to select individual users when you schedule a report. Here are some workarounds you can use:

Lösning

 

Workarounds


In Salesforce Classic or Lightning Experience:
  • Change the report folder security temporarily. Select "This folder is accessible by all users, including portal users" as your folder security, then create the report schedule and change the report folder back to its original security setting.
  • Save the report in the "Unfiled Public Reports" folder temporarily, then schedule your report and save it in its original folder.
  • Create a new Public Group with the Users who need the report emailed, then share the report folder to the new Public Group and select that group in the report schedule.

For more information on how to schedule a report, review Schedule a Report for Refresh.
 
Knowledge-artikelnummer

000384770

 
Laddar
Salesforce Help | Article