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How do I provide access to report types in Salesforce?
From Setup, in the Quick Find box, enter Sharing Settings , then select Sharing Settings. Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don’t have access, select the Standard Report Visibility checkbox.
What is the purpose of dashboard reporting?
Dashboard reporting is a visual representation of your company’s key performance indicators (KPIs). Using data from other reports, dashboard visuals provide charts and graphs to give an at-a-glance vision of your company’s performance.
What should the system administrator do when users are unable to find a custom report type?
What should the System Administrator check when users are unable to find a Custom Report Type? Add a button for the new Report Type to the Report Builder. Make sure the new Report Type is deployed. Make sure the user Profile includes the Report Type.
Why is the source report unable to run?
The source report is based on a report type that is inaccessible to the dashboard’s running user. Unable to run source report because its definition is invalid. This report cannot be used as the source for this component. If it is a summary or matrix report, add one or more groupings in the report.
Can a dashboard report be used as a source?
This report cannot be used as the source for this component. If it is a summary or matrix report, add one or more groupings in the report. If it is a tabular report with a row limit, specify the Dashboard Settings in the report. This row-limited tabular report cannot be used as the source for this component.
Why is the source report not available in Salesforce?
The source report isn’t available; it’s been deleted or isn’t in a folder accessible to the dashboard’s running user. This report can no longer be edited or run. Your administrator has disabled all reports for the custom or external object, or its relationships have changed.
When does a dashboard-level error occur?
When a dashboard-level error occurs, the response header contains an HTTP response code and one of the following error messages: The running user for this dashboard doesn’t have permission to run reports. Your system administrator should select a different running user for this dashboard.