ADM-201 · Question #7
The administrator at Ursa Major Solar has just finished creating new hot Account reports that filter Accounts that were modified this year with a rating of hot. The report was shared with the entire s
The correct answer is A. Lock the report filters.. To ensure all users view a shared report with the intended filters applied and prevent them from altering the filter criteria, the administrator should lock the report filters.
Question
The administrator at Ursa Major Solar has just finished creating new hot Account reports that filter Accounts that were modified this year with a rating of hot. The report was shared with the entire sales team. Some users are seeing some Accounts that have NOT been modified since last year and other Accounts where the rating is cold. What should the administrator do to ensure that the report works as intended for all users?
Options
- ALock the report filters.
- BCreate a filter using bucketing.
- CCreate the report in a private folder.
- DUse a cross-object filter.
How the community answered
(57 responses)- A79% (45)
- B4% (2)
- C7% (4)
- D11% (6)
Why each option
To ensure all users view a shared report with the intended filters applied and prevent them from altering the filter criteria, the administrator should lock the report filters.
When report filters are locked, users are prevented from changing or removing those specific filters when running the report. This ensures that everyone viewing the shared report sees the data consistently, exactly as defined by the administrator's filters ("modified this year" and "rating of hot").
Creating a filter using bucketing is a method for categorizing and grouping report data, not for enforcing specific filter criteria or preventing users from modifying existing filters.
Creating the report in a private folder would make it inaccessible to the shared sales team, directly contradicting the requirement that the report was shared with the team.
A cross-object filter allows filtering records based on fields from related objects, which is a different filtering capability and does not address the issue of users modifying existing filters.
Concept tested: Locking Report Filters
Source: https://help.salesforce.com/s/articleView?id=sf.reports_filters_lock.htm&type=5
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