---
schema_version: "1"
id: 824761315504f3b284ac27d948dcb3b6e779cb928ca5a854fdbe5c0db6e5a877
title: Filter Report Data by Role Hierarchy
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/filter_role_hierarchy.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.filter_role_hierarchy.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 99a3447dee30409ddffa55012b1c86979169e6c0e5da99faa0c60f0333de6477
description: You can view records based on org structure or job function? Get records owned by everyone in a job role (like sales manager) and their subordinate roles (such as sales person) by filtering your report on a role.
products:
  - Cross Cloud
release: "264"
---
# Filter Report Data by Role Hierarchy

You can view records based on org structure or job function? Get records owned by everyone in a job role (like sales manager) and their subordinate roles (such as sales person) by filtering your report on a role.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d48460e80">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d48460e80 ">To add or edit a filter</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d48460e80 ">
            <p>Create and Customize Reports</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Report Builder</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d48460e80 ">To lock or unlock filters so that users can’t edit them while viewing a report in
            Lightning Experience</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d48460e80 ">
            <p>Create and Customize Reports</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Report Builder</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d48460e80 ">To edit a filter while viewing a report in Lightning Experience</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d48460e80 ">Run Reports</td>

        </tr>
      </tbody>
    </table>

For example, to see opportunities owned by sales team members in California, filter your opportunity report by the role _Sales Manager - California_. Optionally, drill down on opportunities owned by a specific sales manager in California, narrow your results by a specific person in the role.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/images/icon_note.png)

Note Role hierarchy filters are available for reports based on these standard report types:

- Activity
- Task
- Event
- Campaigns with Opportunities
- Forecasts
- Opportunity, except for:
    - Opportunities with Competitors
    - Opportunities with Contact Roles
    - Opportunities with Contact Roles and Products
    - Opportunity History
    - Opportunities with Partners
    - Opportunities with Opportunity Teams
    - Opportunities with Opportunity Teams and Products

## Filter by Role Hierarchy in Lightning Experience

In Lightning Experience, you can filter by role hierarchy while reading or editing a report.

While Editing a Report in the Lightning Experience Report Builder

1. Edit or create a report.
2. From the FILTERS tab, click **Show Me**.
3. From the Show Me menu, filter by a role.
4. Further filter the report by narrowing the results by a person in your selected role. Narrowing by a person shows records that belong to that person, and to people in roles that report to that person.
5. To reset your selection, click **Clear Selection**.
6. Click **Done**.
7. Click **Save**.

While Viewing a Report

1. To filter a report, on the report run page, click **![Filters](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_icon_filter.png)** to open the Filters panel.
2. In the Filters panel, click **Role Hierarchy**, and filter by a role.
    
    If you select a role above your role in the hierarchy, such as CEO, the report results doesn’t show records that you don’t have permission to view. You only see records you’re allowed to view based on your role.
3. Further filter the report by narrowing the results by a person in your selected role. Narrowing by a person shows records that belong to that person, and to people in roles that report to that person.

## Filter by Role Hierarchy in Salesforce Classic

1. From the report run page, click **Show Hierarchy**.
2. Drill down to a role.
3. If you want the report to open already filtered by a role, drill down to the role and click **Customize** to open the report builder. Then, click **Report Properties** and check **Save Hierarchy Level**. From Report Properties, click **Save**, then from the report builder click **Save** again.

This behavior applies when using custom report types in Salesforce Classic. If you previously saved a report without selecting a role, the report is filtered by your role when you run it. If you don’t have an assigned role, the report is filtered by the topmost role.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/images/icon_note.png)

Note If you remove the View Roles and Role Hierarchy permission, users can still view the hierarchy information in Salesforce Classic reports.