Allow a user to run a report as another user in the role hierarchy - Answers - Salesforce Trailblazer Community
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Ruth Isabel TuraewRuth Isabel Turaew 

Allow a user to run a report as another user in the role hierarchy

I'd like to allow one of my users the ability to run a report as another user. The user that needs to run the report doesn't sit under the user she needs to run the report as in the role hierarchy. Essentially, I have a number of Admin Assistants that need to be able to run reports for teams they are not directly supporting. That is, if a team's Admin Assistant needs help, we need to give an Admin Assistant on another team access to run the report as the head of the team, while still also being able to run the report as the Admin Assistant for their team.

Might I be able to accomplish this with the Dashboard Running User functionality? If I set a Dashboard Running User and give this Admin Assistant access to it, will she see the underlying reports as herself, or as the Dashboard Running User?

We don't want to give the Admin Assistant delegated authority privileges.

Thanks!

Ruth
Kelly KanchesKelly Kanches
Is this a Dynamic Dashboard you have set up?
Ruth Isabel TuraewRuth Isabel Turaew
Hi Kelly! No it is not a Dynamic Dashboard. We run the dashboards as a specific user.
Ruth Isabel TuraewRuth Isabel Turaew
Do you have any insight on how I might be able to do this?
Nicole MalletteNicole Mallette
Did you ever get an answer to this?
Ruth Isabel TuraewRuth Isabel Turaew
Hi Nicole, No, I didn't! Might you be able to provide some clarity?
Nicole MalletteNicole Mallette
Unfortunately no. but following your question for someone’s insight. Nicole Mallette 21755 IH-45 Building #10, Spring, TX 77388 Office: 281-350-6096 Direct: 281-323-6152 nmallette@electralink.com