Why am I not able to create reports for certain modules?

Why am I not able to create reports for certain modules?

You will not be able to create reports for certain modules if,

  • Your administrator had not provided you the access to the module for which you want to create reports.
  • The module (tab) for which you want to create report is hidden.
    i.e. If you want to create reports on leads, ensure that the Leads module is enabled.
    To enable the module, seeOrganize Tabs
In such cases, you will get the error message as "Insufficient Privileges to perform this operation. Contact your Administrator."

    • Related Articles

    • Can I restrict the reports only to certain selected users?

      Yes. You can restrict the reports only to certain selected users, roles, or groups. You can do so by creating a Report Folder and giving access to the users, roles, or groups. Follow the steps given below to create a report folder with restricted ...
    • Organize Modules

      The option to organize tabs allows organizations to display only the relevant number of modules and hide the unwanted ones. For instance, an educational organization using CRM might not require the Quotes or Invoices, so these modules can be hidden. ...
    • Reports

      email marketing provides real time reports of your own campaigns and reports of email marketing sent by other users in your organization. The difference being, your email marketing report can be viewed in detailed, whereas, viewing another user's ...
    • Reports

      CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In CRM, standard reports are provided in various modules, which can be either used as it is or customized ...
    • How can I create reports and share it with other users?

      Reports in CRM can be shared in two ways. Export and share them with users - Each report has an option to export as Excel, CSV and PDF files. Create a report's folder with the report and shared the folder with users - The report folders help you keep ...