1 Reply Latest reply: Jun 13, 2011 8:40 AM by 763243 RSS

    Report issue - missing records

    796572
      I have written a workflow to route an oppty record to a certain book upon selecting a checkbox on the oppty page. The records are routing fine as expected. And when I login as that user and run a list with the specified book selected in the lookin selector, I can see those records. However when I run a realtime report with that book in the lookin selector, I don't get any results.

      1. I have given the user access to this book.
      2. I have made this book the default book for analytics for him.
      3. I have given access to oppties and books at role level.

      Please suggest what I may have missed.

      Thanks in advance,
      Udaya