2

In the the Builder, I can add the platform's standard "Report Chart" Lightning Web Component (LWC) and select a pre-existing report and the charts display fine. There I am running as a "Salesforce" licensed "System Administrator" user.

But when a login to the Experience Site as a "Customer Community Plus Login" licensed user, the charts are presented as blank screen. I have:

What have I missed?

2
  • 1
    have you given the profile they use the ability to run reports? Commented May 14, 2021 at 16:23
  • Yes. Think I've found the problem - report folder sharing. Will post as an answer.
    – Keith C
    Commented May 14, 2021 at 16:39

1 Answer 1

2

Having eliminated the items I listed above, it looks like I had missed sharing the report folder appropriately.

The simplest was seems to be to share that folder via a "Partner Role":

share report folder screen shot

I can now see the reports via a "Customer Community Plus Login" user that has that "Acme Customer User" role.

I need to investigate how that role gets created/assigned; "Acme" is the name of the Account that the login's Contact is a child of.

The need to use Share is listed in Set Up Report Management for External Users—Create and Edit Reports; it just didn't register when I read the page a couple of days ago.

2
  • 1
    in terms of the roles, that gets auto-created based on the contact's account (as you noted). You can change the number of customer roles per account for up to 3 different roles (ex. Executive, Manager, User) but the default is one. Commented May 14, 2021 at 17:23
  • Thanks Kris and helpful link.
    – Keith C
    Commented May 14, 2021 at 17:45

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .