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          Reports and Dashboards for Site End Users

          Reports and Dashboards for Site End Users

          Creating reports for your site’s end users and giving them the ability to access the reports is a powerful tool. For example, your partners can see reports on leads and opportunities to sell faster. Some reporting capabilities require add-on licenses.

          Required Editions

          Available in: Salesforce Classic and Lightning Experience
          Available in: Enterprise, Performance, Unlimited, and Developer Editions
          Applies to: Aura and Visualforce sites
          • Allow External Users to Create and Edit Reports
            Partner and customer users can create, delete, and edit reports in their own personal folder or, with sufficient permission, in a privately shared folder. Grant partner and customer users permissions to create and edit reports through their profiles or permission sets. After you grant the required permissions, partners and customers can use the drag-and-drop Report Builder tool.
          • Allow External Users to Access and Report on Tasks and Events
            Take the following steps to give access to your portal and Experience Cloud site users to report on tasks and events.
           
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