My user cannot see certain C&P report types

[[email protected]]

Hi,

I want my user to use the Opportunities with C&P Recurring IDs report type, but my user cannot see it in the report template list. I see it myself as an Admin. It is not a custom report type, so I don't find how to access the report type in the settings. Do you have any advice?

Thank you in advance!

[CnP.Support.AM]

Good day @[email protected]

Would you please grant us login access to your Salesforce account with the Admin user as well as from the user having the issue?

Also, please share the report name/link you are referring to.

[[email protected]]

Hi, Thank you very much. I just granted access as the Admin for a week, but it seems I cannot grant access as my user. Could you login as Michigan Development User from the setup? And the report type I was referring to was Opportunities and C&P Recurring IDs. Thank you for looking into this.

[CnP.Support.AM]

Good day @[email protected]

1. Sorry, but it is NOT possible to login into other user. In order to grant the access you need to login with "Michigan Development User" and from there you need to grant access.

2. We are unable to find the report which you are referring to. Would you please share the link of the report?

Looking forward to hearing back from you.

[[email protected]]

Hi Thank you so much for looking into it. I will work on the user logon soon. About the report type., I made a sample report: https://na18.salesforce.com/00O1200000619Qn

[CnP.Support.AM]

Good day @[email protected]

We need to have access from that user in order to debug the issue. Looking forward to have access from "Michigan Development User".

[[email protected]]

Hi, my user cannot grant access to you. I checked our login policies and this is what I see:


C&P Support is not available for users. How can I change this?

[CnP.Support.AM]

Good day @[email protected]

It requires certain permissions to grant login access. Please refer to the following link: https://help.salesforce.com/articleV...g=en_US&type=0

[[email protected]]

Thank you. I think this is what my user did, and when she clicked Grant Login Access in the personal settings, she saw Insufficient Privilege message and couldn't do anything there. Do you have any other suggestions?

[CnP.Support.AM]

Good day @[email protected]

Sorry, without having access to the respective user we can't help you. Since it is an SF Standard Reports, you may need to contact Salesforce Support for better solution in order to get access to above reports.