Report Export does not respect role hierarchy filter on run page
Last updated 2018-05-05 ·Reference W-4505293 ·Reported By 9 users
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.
(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)
Use standard report type
Apply the upper role instead of "All"
Is it Fixed?
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