Custom reports

Access to standard reports is handled by the role's set of permissions, however, it does not provide access to a custom report that I just created. Access to custom reports is provided on the More Options tab on the Report Builder, for instance, go to Reports | Sales | Sales by Customer Summary | Customize, and open the More Options tab:

Customize a report

The Audience subtab

We can specify the ability to view this report by an individual employee, role, subsidiary, or department, or by setting up dynamically-generated groups of users, for instance, All Sales Reps who report to Jim:

Audience Tab on Report Customization

 The selections on this tab respect...