[SalesForce] Reports in Customer Portal

Clicking Reports tab in Customer Portal says:

Insufficient Privileges You do not have the level of access necessary
to perform the operation you requested. Please contact the owner of
the record or your administrator if access is necessary.

Report folder is This folder is accessible by all users, including portal users

User License is High Volume Customer Portal.

I don't want to change User License. Is there any other option?

Best Answer

Reports are not available for High Volume Customer Portal Users.

Reports are available to the higher-level portal licenses (Customer Portal Manager Custom) and not available to the lower-level ones (Customer Portal, High Volume Customer Portal, etc.).

To see the reports tab for user licenses where reports are allowed:

  • Clone the profile
  • Edit the cloned profile to enable the Run Reports permission (under General User Permissions)
  • Enable the Reports tab for the cloned profile
  • Assign the desired portal user to that profile
  • Grant portal users access to the folders on your Salesforce Reports tab that contain the reports you want them to run.
  • Set the organization-wide default sharing model to Private on objects you want portal users to report on.
  • Assign portal users to permission sets or profiles that include the “Run Reports” permission.
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