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Role Hierarchy Is Not Displayed in Some Reports

게시 일자: Dec 4, 2025
상세 설명

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.

솔루션

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

Knowledge 기사 번호

000385028

 
로드 중
Salesforce Help | Article