The error that occurs when opening the particular report is: Insufficient Privileges You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary. For more information, see Insufficient Privileges Errors.
Full Answer
Why is my report type not showing up in Salesforce?
Thanks. The reason behind this error could be due to a number of circumstances (Organization-Wide Defaults, Field-Level Security, Profile, and User permissions), all outlined below. Check that your Report Type is in "deployed" status.
Why am I getting an error when opening a report?
The error that occurs when opening the particular report is: Insufficient Privileges You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary. For more information, see Insufficient Privileges Errors.
Why can't I run a report on a specific field?
Without visibility into that specific field, you will not have the ability to view the relationship that it contains and thus not able to run the report. Note: You'll need to check the Field Level Security for every field that is on your report and in the object you are referring to.
Why can't I access my report type?
Check that your Report Type is in "deployed" status. Even though you think you have access to the Report Folder, it's a good practice to double check that the access has not changed for some reason. You don't have 'read' access to one of the objects that the report references.
Why can't a user see a report in Salesforce?
Make sure you have "Read" access to all the Objects the Report references. If any of the Objects are part of a Managed Package that requires licenses, check that you have an assigned license. If it is an Administrative Report, verify the "View Setup and Configuration" permission is on your Profile.
How do I open a report in Salesforce?
Select the Reports Tab, along the tabs ribbon, to create, view and edit reports. To create a new report, click New Report. Note: If you have access to both the Lightning report builder and the Classic report builder, you will see an option to create a new report either way. Choose a report type, then click Continue.
Can Salesforce reports be sent to non users?
Send report results to non Salesforce users by email With our Report Sender App you can send reports to any email address including non-Salesforce users. The recipient gets the report as an attached file in user friendly Excel format.
How do I give someone access to a Salesforce report?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
How do I open dashboards and reports in Salesforce?
Create a DashboardClick the Dashboards tab.Click New Dashboard... button.Name the dashboard as Construction and click on Create.Click the +Component button on the top of the page and select the Supplies report.Select the Vertical Bar Chart component and click Add.Click the Save button and then Done.
How do Salesforce reports work?
A report is a list of records that meet the criteria you define. It's displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write.
Can I send Salesforce report to external user?
If you want your external users to create or edit reports in a privately shared folder, grant them Viewer access on the folder. next to the folder you want to share, then select Share. Note Partner and customer users can't create, edit, or view reports in the Unfiled Public Reports folder.
Can I email a report from Salesforce?
You can email users and groups who have Salesforce accounts for delivery to email addresses that are set on their Salesforce profiles. Per Schedule a Report for Refresh, You can send reports only to email addresses included on Salesforce user records.
Who can subscribe to Salesforce report?
For Platform users, the admin must enable subscriptions. To subscribe a user, group, or role to a report, the folder containing the report must be shared with the user, group, or role. Each subscription supports up to 500 recipients. Each recipient is a single user, role, role and subordinates, or group.
Who can see private reports in Salesforce?
The reports or dashboards in a private folder are always invisible to everyone except the person who created the folder. The reports or dashboards in any folder that isn't private are visible to everyone who has permission to view the reports or dashboards.
Can you share a single report in Salesforce?
You can share a report or dashboard folder with up to 25 users, groups, roles, or territories from the UI. To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API.
Who can edit reports in Salesforce?
When the user has access to a report folder, the user is able to store a new report to a report folder; even user accessibility to the report folder is only as Viewer. The user will also able to edit and delete reports created by that user in the public report folder, with the user access is Viewer.
What is the error when opening a report in Salesforce?
The error that occurs when opening the particular report is: Insufficient Privileges You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary. For more information, see Insufficient Privileges Errors.
Is a report public read only?
Some things to note: - The folder the report is located in is public read only - The user has the permissions needed to access every field within the report itself and can access the objects as well - The report is one of many managed reports (from one package) in the folder (the only of which is inaccessible) - The other reports within ...
