Report Export does not respect role hierarchy filter on run page

Analytics

Last updated 2018-05-05 ·Reference W-4505293 ·Reported By 9 users

Fixed - Summer '18

Summary
In LEX(Lightning Experience), the result between run and export report is different although clearing "Role Hierarchy" before execution. For example, there are two roles of "CEO" and "CFO", and two records owned by each role users. CEO is upper role of CFO (CEO > CFO). In this case, clearing the role hierarchy by CFO role use, the result of running and exporting report by CFO user is expected to be the same and to have two records of CEO and CFO. Running report is the expected behavior but exporting report results in CFO record only. It looks like the user role of "CFO" is applied to export report.

This issue occurs only when the report type is custom and LEX context.

Repro
(Configuration for your org)
-1. Log into your org
-2. Create two roles of "CEO" and "CFO" (under CEO)
-3. Create two users of "CEO" with CEO role and "CFO" with CFO role
-4. Create an Account record such as "acctTest"
-5. Log into as each created users and create Opportunity record such as "oppTest - CEO" for CEO user and "oppTest - CFO" for CFO user
-6. Create a custom report type as follows
* Primary Object: Opportunities
* Report Type Label: crtTest
* Report Type Name: crtTest
* Description: crtTest
* Store in Category: Opportunities
* Deployment Status: Deployed

-7. Create a report using the created custom report type of "crtTest" as follows
* Show: All opportunities
* Date Field: Close Date
* Range: All Time
* Filter#1: "Opportunity Name" "starts with" "oppTest"
* Columns: Opportunity Name, Opportunity Owner: Full Name

-8. Save it as follows
* Report Name: repTest
* Report Unique Name: repTest
* Report Folder: Unfiled Public Reports

-9. Log into the org as "CFO" user
-10. Switch to Lightning Experience if not yet
-11. Open the report "repTest" from "Public Reports"
-12. Click on Filters icon and "Role Hierarchy" then click on "Clear Selection" button and "Done"
-13. Click on "Apply" button then you should see two records created by each CEO and CFO (expected)
-14. Export the report then you should see the exported file has only CFO record. This means "CFO" role hierarchy works in export function (unexpected)

Workaround
Use standard report type
or
Apply the upper role instead of "All"

Is it Fixed?

AP0 AP3 AP4 AP5 AP6 AP7 AP8 AP9 AP10 AP11 AP12 AP13 AP14 AP15 AP16 AP17 AP18 AP19 AP20 AP21 AP22 AP28 CS1 CS2 CS3 CS4 CS5 CS6 CS7 CS8 CS9 CS10 CS109 CS108 CS107 CS106 CS105 CS102 CS101 CS100 CS115 CS110 CS117 CS114 CS113 CS112 CS111 CS11 CS116 CS12 CS129 CS128 CS137 CS138 CS13 CS14 CS148 CS142 CS15 CS152 CS151 CS16 CS17 CS18 CS19 CS20 CS21 CS22 CS23 CS24 CS25 CS26 CS27 CS28 CS29 CS30 CS31 CS32 CS33 CS34 CS35 CS36 CS37 CS40 CS41 CS42 CS43 CS44 CS45 CS47 CS50 CS51 CS52 CS53 CS54 CS57 CS58 CS59 CS60 CS61 CS62 CS63 CS64 CS65 CS66 CS67 CS68 CS69 CS70 CS71 CS72 CS73 CS74 CS75 CS76 CS77 CS78 CS79 CS80 CS81 CS82 CS83 CS84 CS85 CS86 CS87 CS88 CS89 CS90 CS91 CS92 CS93 CS94 CS95 CS96 CS97 CS98 CS99 EU7 EU8 EU10 EU12 EU13 EU14 EU15 EU16 EU17 EU18 EU19 EU25 EU26 EU27 EU29 EU30 EU31 NA104 NA109 NA100 NA101 NA103 NA102 NA105 NA119 NA116 NA110 NA112 NA111 NA115 NA114 NA113 NA117 NA129 NA124 NA122 NA130 NA136 NA135 NA132 NA131 NA146 NA142 NA141 NA154 NA155 NA196 NA21 NA32 NA37 NA39 NA44 NA45 NA46 NA47 NA49 NA51 NA52 NA53 NA54 NA56 NA57 NA58 NA59 NA60 NA61 NA62 NA63 NA64 NA65 NA66 NA67 NA68 NA69 NA70 NA71 NA72 NA73 NA74 NA75 NA76 NA77 NA79 NA80 NA81 NA82 NA83 NA84 NA85 NA86 NA87 NA88 NA89 NA90 NA91 NA92 NA93 NA94 NA95 NA96 NA97 NA98 NA99 UM1 UM2 UM3 UM4 UM5

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