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I have a user who made a joint report with 4 blocks, all of them on the same report type.

  • The report type gives access to Opportunities, inner join a 1st custom object (let's call it Custom1), inner join a 2nd custom object (let's call it Custom2).

  • Each block displays a Sum of a currency opportunity custom field and the name of the Custom2.

  • The filters are : All opportunities (org scope), Opportunity.CloseDate = current year, Custom2.Name contains [a country name, different in each block], Custom2.CancelReason__c in (value1, value2...)

Run as admin the report returns the expected records, but run with the user it returns no data at all. Yet I can see relevant sample data in edit mode.

After I checked security on every field and object and share settings I made a SOQL query matching the report fields and conditions. Run with the same user, the query does return the expected results for each block, while the report doesn't.

Also, if I create a report with the same conditions as the ones in a block but not joined, it works. As soon as I define report as joined, even not adding any block, I have no record anymore.

Anyone has an idea what could go wrong ?

Thanks for your help.

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I finally asked Salesforce support, thanks to them they've been very good on this case.

Here is the answer :

There are two different causes for this:

  1. Custom report types behave differently from our standard report types when it comes to how roles of users are handled and what Opportunities are visible to certain users. Please have a look at this article for more information: https://help.salesforce.com/articleView?id=000326137&type=1&mode=1

  2. You can not change the role hierarchy for joined reports at the moment. That's why a normal report works but a joined report shows no results, because the settings are not correct. But unfortunately, this can not be changed at the moment. I found this Idea in our Idea Exchange: https://trailblazer.salesforce.com/ideaView?id=08730000000kwOsAAI If you upvote it and it gets enough upvotes this feature might be implemented in a future release. I also found this Idea regarding the ability to remove role hierarchy dependency for custom report types: https://trailblazer.salesforce.com/ideaView?id=08730000000kzURAAY

This would explain why both users in the same role can not see any results in the actual report. To test this you could temporarily put one of the affected users on top of the role hierarchy and run the report.

The reason why the report shows some records in the preview mode, is that this is only supposed to show the structure of the report, and it seems that those role hierarchy filters only get applied properly, when the report is run.

None of our opportunities have a Territory set so the user could not see anything in joined mode. But in flat mode a different rule applies. Weird behaviour on Salesforce's side...


In addition they gave me a workaround :

  • Create one report per block
  • Arrange them in a dashboard

This way the user has a global view of what he needed and ability to display each report for records details.

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