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Role Hierarchy Is Not Displayed in Some Reports

Veröffentlichungsdatum: Dec 4, 2025
Beschreibung

Role Hierarchy visibility in reports is determined at the report type level, not by user permissions. Only report types associated with objects that support an owner-based hierarchy, such as Opportunity, Forecast, and Activity, will display the Role Hierarchy filter option.

Lösung

The Role Hierarchy is displayed in reports regarding the following:
・Opportunity
・Forecasts
・Activity(Task and Event)

Nummer des Knowledge-Artikels

000385028

 
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Salesforce Help | Article