Schedule reports/dashboards to individual users when the folder is restricted - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
This idea has been merged into another idea. To comment or vote on this idea, please visit Expand User List to all Approved Users in Scheduled Reports.
0  Points voting closed
Idea has been posted. Give it an upvote or downvote.

Schedule reports/dashboards to individual users when the folder is restricted

Reports & Dashboards

You cannot schedule reports/dashboards to be sent to individual users when the reports/dashboards folder is restricted, because you can only restrict the folders by groups or roles. 

There are 2 very easy fixes for this:

1. Allow reports/dashboards folders to be restricted by user, then allow any user with access to receive the scheduled reports/dashboards.

2. Keep the restrictions the same but allow any user within those roles or groups to be selected individually.

We have a tight security model and the current work around requires me to create a new group for each individual user, add them to the reports/dashboards folder access, then schedule them. Way too much time for a simple function.

· Flag

  • Upvotes
  • Downvotes



from AppExchange

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.