We are rolling out a new org for our users and are now using lightning experience, unlike before. We are using Partner Community users like we did before, however, we are facing a problem now.
When a partner community user tries to create a new report, there is only a very small selection of standard report types available, despite the partner community user profile having access to basic objects (account, contact, opportunity, quote, etc) and all report access rights. When a Partner Community user hits the New Report button it looks like this:
as opposed to a standard license user's:
In our old org, we had no problems using standard report types for our Partner Community users, in fact, it was required for certain fields like owner to even show up as a column.
Now, I could manually create all those report types, but as stated above, in my experience it is necessary to use standard report types for certain fiels to even show up. So I want to know what is going on here and how I can enable my Partner Community users to see the standard report types.
#Partner Community #Partner Community User #Reports & Dashboards #Lightning Experience Reports
Hi Roger, maybe it's about OWD, since report types for some objects appear and only some are unavailable? Let me know if those links below are helpful.
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A80r8SAB
https://help.salesforce.com/s/articleView?id=000314470&type=1