function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
najnaj 

Report permission

 

HI

 

I want to share reports with my boss.  I do not want my boss to be able to make edits/changes or run reports at will.  What is the best way to handle?  Should we set him up with Chatter?  Will that allow me to have scheduled reports for him?  Or can I email him scheduled reports?  He is not a SFDC user as of now.

 

 

Please suggest me.

 

Thank you

Best Answer chosen by Admin (Salesforce Developers) 
imutsavimutsav
If you don't want your boss to log in to the system then email the report to him would be the best option. Since you cannot send report to non sfdc user so need to get Chatter Plus licese, it is cheaper than standard licese and then send reports to him. Or you can schedule the report to a mailbox in Exchange and get it forwarded to your manager's email box.

Thanks
Utsav

[Do mark this answer as solution if it works for you and give a kudos.]