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Report Not Visible to User in Salesforce: 5 Ways to Fix
This issue may be due to lack of permissions to read the report
4 min. read
Published onJuly 15, 2024
published onJuly 15, 2024
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Running into a situation where a report isn’t visible to a user in Salesforce can be quite frustrating. This issue often stems from permission settings, folder sharing, or other configuration nuances. Let’s dive into some practical solutions to get your reports visible to the right users.
What can I do if a Salesforce report is not visible?
1. Check user permissions on Objects and Fields
By ensuring that the user has the correct permissions on the objects and fields, you resolve the insufficient privileges error.
2. Ensure folder sharing permissions
By sharing the folder with the appropriate permissions, the user will gain access to view the reports within the folder.
3. Review organization-wide default settings for Activities
If activities are set to private, the user may not be able to see tasks they didn’t create or aren’t assigned to. Adjusting these settings can help ensure the relevant activities are visible.
4. Troubleshoot Field not displaying in Reports
If the field is properly configured for visibility and contains data, it should appear in your report.
5. Use Joined Reports as a workaround
Though not always ideal, joined reports can serve as a useful workaround when dealing with reporting limitations, allowing you to compile and view data from multiple objects in one report.
To prevent future issues, regularly review user permissions and folder sharing settings. Keeping your Salesforce environment well-organized can save you a lot of troubleshooting time down the road.
IfSalesforce is not working in Chrome, the highlighted link will lead you to a great fix guide. We also have a helpful guide on what to do ifSalesforce is not connected to Outlook.
Did you manage to share the Salesforce report to the user who couldn’t see it? Let us know in the comments below.
More about the topics:salesforce
Claudiu Andone
Windows Toubleshooting Expert
Oldtimer in the tech and science press, Claudiu is focused on whatever comes new from Microsoft.
His abrupt interest in computers started when he saw the first Home Computer as a kid. However, his passion for Windows and everything related became obvious when he became a sys admin in a computer science high school.
With 14 years of experience in writing about everything there is to know about science and technology, Claudiu also likes rock music, chilling in the garden, and Star Wars. May the force be with you, always!
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Claudiu Andone
Windows Toubleshooting Expert
Oldtimer in the tech and science press, with 14 years of experience in writing on everything there is to know about science, technology, and Microsoft
