I am experiencing a strange behaviour from a Salesforce report, since when i am in edit mode it shows more records than when i run the report.
I created a custom report type on "Opportunity" with another custom object called "Sales Report", i tried both "with" and "with or without" options for the relationship, but i am having the same results.
Here is an example when i filter on a custom field called "Biz Unit", in edit mode i have 20 records returning :
But when i run the the report with the same filter i get only 7 records :
And with a query to filter the same custom field i get 658 records :
And what is more strange, i tried to filter on single Opportunity that i know satisfies the filter and was showing in the report in edit mode :
But when i run the report no records are returned :
I'm really out of ideas, as i cannot find an explanation to this behaviour of reports.
Thank you in advance for your help !
Best Answer
The behaviour reported is similar to the known issue which is currently under review status(yet to be fixed). The workaround would be to ensure all users are assigned to a role will allow all records to be seen, taking into consideration all other sharing and visibility factors.
Update: I have reached out to the Salesforce product development team internally for the root cause and below are few observations:
No workaround, other than having the same role for users known for joined reports so far. For regular reports, user can Clear role selection in the role filter panel to get all opportunities.
Also please note that there is a difference between a user with no role and user in the role hierarchy. So if some opportunities are owned by a user with a role and some by a user without role, the user without role will only see oppt owned by themselves and other users without role in joined report run page.
-Salesforce Support