Solved

Unable to run CRM 4 report - Access is Denied

Posted on 2009-04-13
3
678 Views
Last Modified: 2013-11-24
CRM 4 on Server 2008 platform sitting in front of SQL 2005.

Normal user created a report with the report wizard.  All users are able to run the report ....however I have one user who still can't access the report (see screenshot).

Compared permissions and roles to users who CAN access the report - I don't know what I'm missing.
crm4.png
0
Comment
Question by:sknoll84
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
3 Comments
 
LVL 10

Expert Comment

by:crm_info
ID: 24130575
(1) Try giving the user the same permissions as other users (eliminate the possibility that it is NOT related to CRM Security Roles).
(2) Check to see that the user has reporting permissions as well as permissions to all entities that are included in the report (i.e. activities, custom entities, etc).
(3) You can turn on detailed error reporting (in the web.config, search for "error" and you'll see the setting).  Turn that on and look at the detailed error report to see if that gives you any additional information.
0
 

Author Comment

by:sknoll84
ID: 24131026
i can see a ton of reports under My Workplace>Reports however this user in question can not see any reports......which must be related to the problem in question.

where do i go to check reporting permissions?
0
 
LVL 10

Accepted Solution

by:
crm_info earned 500 total points
ID: 24132659
You would check this under Security Roles.
First of all, check to see which Role(s) the user has.  If the user has more than 1 role, then choose the role that should definately include reporting provilidges.  Now go to:
Settings > Administration > Security Roles > Double Click on the Role
Go to the Core Records tab
About 3/4  of th eway down the list is a Report privilidge - make sure that the user has full Read privilidges (solid green dot).  You may want to give them other report permissions as well.
0

Featured Post

Enroll in May's Course of the Month

May’s Course of the Month is now available! Experts Exchange’s Premium Members and Team Accounts have access to a complimentary course each month as part of their membership—an extra way to increase training and boost professional development.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Exception Handling is in the core of any application that is able to dignify its name. In this article, I'll guide you through the process of writing a DRY (Don't Repeat Yourself) Exception Handling mechanism, using Aspect Oriented Programming.
Salesforce.com is a cloud-based customer relationship management (CRM) system. In this article, you will learn how to add and map custom lead and contact fields to your Salesforce instance.

732 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question