Report and Dashboard Considerations for Sites

Important To allow external users to create and edit reports, your org must use the enhanced sharing model.

You can give permission to create and edit reports to Experience Cloud site users with the following licenses:

Experience Cloud site licenses:

• Customer Community Plus
• Customer Community Plus Login
• Partner Community
• Partner Community Login
• Lightning External Apps Plus

Portal licenses:

• Customer Portal Manager
• Customer Portal Manager Custom (for Enterprise Administration users)
• Customer Portal Manager Standard
• Customer Portal Manager User
• Gold Partner
• Ideas Only Portal
• Overage Customer Portal Manager Custom
• Overage Customer Portal Manager Standard
• Partner
• Silver Partner (“Export Reports” permission isn’t available to this license)

Note

• These permissions aren’t available to high-volume user licenses, such as Customer Community, High Volume Customer Portal, Service Cloud Portal, and Authenticated Website.
• External users with legacy portal licenses can create and edit reports in Experience Cloud sites, but not in portals.
• Users with Customer Account Portal, Partner Central, and Customer Service templates can create, edit, and delete reports in Experience Cloud sites. If you don’t see the New Report button, enable reports and add the Report List page to your site. If the button doesn’t appear after you enable Reports, republish your site.
• Objects that don’t have a sharing rule for external users can’t be accessed by external users with the licenses listed. If an object is set to Public Read and no sharing rule is present, it shows an error on the report when accessed by the external user.
• Objects that don’t support standard sharing (using Sharing settings) aren’t visible in reports intended for external users.

After you grant permission to your external users, they still can’t:

• Schedule reports or dashboards for email and refresh at a specific date and time
  

  Note The refresh button isn’t available in Experience Builder sites accessed through mobile devices.
• Create, edit, or view reports in the Unfiled Public Reports folder

All role-based external users in your Experience Cloud site can refresh dashboards set up with “Run as specified user” and “Run as logged-in user” up to 1,000 times daily per org. Scheduled and automatic refreshes don’t count against the limit. There is no refresh limit for internal users.

All role-based external users can be selected for the “Run as specified user” option.