Admin Notes — User Permissions involved in Reports and Dashboards

by Sudipta Deb | Jan 12, 2015 | ADM, admin, dashboard, learn salesforce, permission, profiles, report, Salesforce | 0 comments

Permission Required for Reports and Dashboards            –             
  • To run reports  –  “Run Reports” User Permission is required.
  • To schedule reports  – “Schedule Reports” User Permission is required.
  • To Create, Edit, and Delete Reports –   “Create and Customize Reports” + “Report Builder” User Permission is required.
  • To create Custom Report Types – “Manage Custom Report Types” User Permission is required.
  • To create and schedule snapshot – “Manage Reporting Snapshots” User Permission is required.

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