Changing Report Type Permissions
"Error: The source report is based on a report type that is inaccessible to the dashboard's running user."
These reports are based on the 'Quotes with Quote Line Items' report type and the user profile in question has access to see both quotes and quote line items through field level security.
I can't seem to find where to set the report type permissions though?
Also, if you're using a Custom Report Type for the report, make sure it's 'Deployed' and not still marked 'In Development'.
Can the person with that profile navigate to the report and view it that way?
I hope that made sense. i can give you more instructions if you want
Matthew - the running user profile is a custom one, but I have checked the profile thoroughly and they have access to the data. They can navigate to the report in the folder but when they try to select it they get the following error message:
|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. |
ppapas - I have checked the fields in a report that they can't see and all of them are set to be visible to every profile.
Do you have any other suggestions for what it could be?
Is there a setting I am missing in the profile?
Failing both of those, have the user recreate the exact same report from scratch, see if you run into problems with that. If they can recreate the report, then try using that report to feed your dashboard.
Failing all of that, it's support case time...
How do I give them access to this as they have access to all the fields in Quotes and Quote Line Items ?
There's exactly 1 spot in the documentation which describes this limitation.... and only appeared after I had pulled out 99.95% of my hair trying to figure this one out.
It help me with the same problem.
Unfortunately, doing this automatically checks off the Setup and Configuration permission. Is there another way to allow users to see Custom Reports without letting them view Setup and Configuration? Does it matter?
"Manage Custom Report Types" is under the Administrative Permissions section on the Profile definition page. But again, it's not an ideal solution, but it can solve the problem short term until you can figure it out.