I'm trying to build a custom report based on Activities so that it is dynamic and shows the Activiies assigned to me or my team. And, I want it to be dynamic so that when another user runs it, they see their Activities and those assigned to their team members.
I'm frustrated because I know this is basic functionality (i.e., setting the View field on the Report to "My Team's Activities"), but it does not appear to be working consistently. Specifically, users with no team members should only see their Activities, but they are seeing Activities owned by others in the system.
I created this report and I am a System Admin and my role is near/at the top of the Role Hierarchy, so I'm wondering if the Role Hierarchy is being saved with the Report definition, even though I am unselecting the check box regarding saving the Role Hierarchy when I save the Report.
Anyone have any suggestions?
TIA,
Jeff
4 respostas
I think I'm close to finding an answer on this - it looks like only users with a certain Profile are seeing Activities assigned to users outside of their team, so I need to find out which Profile setting(s) are making it so....I'll provide another update when I figure it out.
