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Table of Contents

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Note

Custom Report Types in organizations that use Role Hierarchy show all records below the current Role.

  • Standard Reports show all the Opportunities the Running User can see.
  • Custom Report Types will only show Opportunities owned by a User with the same Role or lower in the Hierarchy.
    • In this case if the missing Opportunities are owned by a User with a Role higher in the Hierarchy, the Running User will need to click on that Role in the Hierarchy selector.
    • If there is a User without provided Role, those records will be not shown in the report at all. 

Workaround: Create a "Global" role that sits above all other roles in the system, and then save your custom reports set with "Global" as the hierarchy level.



Report examples for which you can show data:

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Standard Report Type: Opportunities 

Report Creation: 


11. Report 2): Scorecard Category Analysis

Report Type: 



Accounts Reports:

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Report: (Note the following fields contain renamed fields and look up fields NOT defined clearly here. This documentation needs an update.  DD - Oct 24 2023Mar 2024)

Filter as needed:


2. Account Plan Adoption by Rep

Report shows Account Plans created by Reps with last date modified information for Account Plan, Scorecard, Whitespace Map.

Custom Report Type: Accounts with/without Account Plans

Primary Object: Accounts

  B: with or without related records from CP: Account Plans (B)

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Historical trend reporting allows tracking of how field values have changed over time. 

When setting up historical trend reporting, keep in mind that retaining historical data increases storage requirements.

Salesforce historical tracking limitations:

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