Can unlicensed users edit filters on their report?

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Hello,

I have an unlicensed user whos is unable to edit the filters on a report that has been shared with her. The filter selections are all greyed out for her. Any insights?


Thank you,

Neha Kaushal

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓
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    Thanks for the tag, @Mark Cronk!

    @Neha Kaushal the behaviour Mark mentions above is specific to creating filters on a Sheet.

    The Filter option in a Report is actually a part of how the Report is built, or the "Report Builder Criteria". This means that the option to Filter is not available for users without a license, and users who do have a license need to at least be shared with Admin permissions in order to use the Filter.

    See the bottom of the Report sharing permissions chart here: Sharing Permission Levels. Note that in this chart, the * symbol indicates if a license is required.

    Cheers!

    Genevieve

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