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Greetings everyone,

 

I am seeking help in customizing reports based on My Activity, and my team's in Salesforce Lightning. As my Sales and Marketing team starts 2020 we are working on transitioning the team from Classic to Lightning in Q1 of 2020.   I have a saved report template in Classic which I am able to edit for Year End Reviews and Quarterly Tracking, based on the All Activities Last Week template.  I have hit a snag as I believe an Admin has edited/removed a filter in Fields, and now my report won't provide a Summary when I duplicate the steps to share with team members.  I am able to edit and adjust my saved report, and get the results I am seeking, I simply can no longer re-create the results with my co-worker.

 

My question is: "Is there a way for me to share my report with my teammates, so that they may utilize the "My Activities" benefit for their reporting," or "Do I need to have an Admin undo their edit to Fields filters which disabled the function of my report?"  Thank you very much to anyone who has insights to share. 

3 commenti
  1. 8 gen 2020, 13:23

    Hello Brett,

    Yes, the "Share a Report or Dashboard" feature will do the trick for you.

    Here are two additional links:

    1. Activity Reports (

    https://help.salesforce.com/articleView?id=reports_activity.htm&type=5

    )

    2. "View Dashboard As" feature (

    https://help.salesforce.com/articleView?id=dashboards_view_as.htm&type=5

    )

    FYI, Dashboards can have a "Running user", but Reports are always run by the user viewing the Report.

    Let me know if I can do something else to help you :-)

    Best,

    Gauthier

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