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GlenSteinhardtGlenSteinhardt 

Customer Portal - Reports

I have enabled the Customer Portal and the ability to view reports. The user is able to see a listing of reports availalble to them, but when they try to view the report and run it, there is no data.  When I run that same report as an administrator, I'm able to see data.

 

The report is created so the user can view a list of cases that are opened within a specific date range.

 

Any advice?  I'm tearing my hair out on this one.  Thanks.  

 

Please let me know if you require additional information.  Happy to provide.

bob_buzzardbob_buzzard

According to the docs, customer portal users have access to cases that they own or where they are listed in the contact name field. If the user doesn't satisfy that criteria you'll probably need to create sharing rules - I've got some where all cases associated with the account are shared with all portal users from that account.