Creating reports for your site’s end users and giving them the ability to access the
reports is a powerful tool. For example, your partners can see reports on leads and opportunities
to sell faster. Some reporting capabilities require add-on licenses.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited,
and Developer Editions |
| Applies to: Aura and Visualforce sites |
- Allow External Users to Create and Edit Reports
Partner and customer users can create, delete, and edit reports in their own personal folder or, with sufficient permission, in a privately shared folder. Grant partner and customer users permissions to create and edit reports through their profiles or permission sets. After you grant the required permissions, partners and customers can use the drag-and-drop Report Builder tool.
- Allow External Users to Access and Report on Tasks and Events
Take the following steps to give access to your portal and Experience Cloud site users to report on tasks and events.
