Check user permissions
1. Open the Setup menu
Click the Setup icon (settings cog)
2. Search for permission sets
In the Quick Find box, type Permission Sets
Click Permission Sets
3. Open the relevant permission set
Select the permission set assigned to the user’s profile
4. Review system permissions
Scroll to System permissions
Click to open the list
5. Enable the reporting permission
Ensure Create and customize reports is selected
If it is not selected, click Edit, tick the checkbox and click Save
Modify an existing report
1. Open the Reports tab
2. Click All reports
3. Search for and open the report you want to modify
4. Click Edit
5. Save a copy of the report
Select Save as
Enter a new report name
6. Add or modify columns
Add new fields as required
Select the columns you want to include
7. Refresh the report
Click Refresh to view changes
8. Apply filters
Click the Filter icon to refine the report results