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Analysis filtered by 'User Organization Hierarchy Based Login' Not Filtering Correctly (Doc ID 2224067.1)

Last updated on DECEMBER 22, 2020

Applies to:

Oracle Fusion Sales Cloud Service - Version and later
Information in this document applies to any platform.


On : version, Analytics

Analysis with user organization hierarchy-based login doesn't filter correctly.

When trying to filter an analysis by "Organization Hierarchy Based Login", some users can retrieve the correct data.

Another user, who is a manager, does not see all the results that he should see, including both records that he owns and that his team owns.

(Example records are, for example, Activity records.)

For other users, no data is returned.

But after removing this filter, all data are shown correctly; however, lower level users can see the records of their managers.

What's going on, and how can I filter data properly by "Organization Hierarchy Based Login"?


Managers see all the records that he/she owns, and all the records of his/her subordinates.
Employees (non-managers) see only their own records.
Example records are, for example, Activity records.

The issue can be reproduced at will with the following steps:
1. Implement a filter on a report showing Activity record information by the Activity owner.
2. Note that the unexpected/undesired behavior described above is occurring in the report.
3. Verify that in the Sales Cloud UI, the same records missing for certain users in BI are also missing for those users in the Sales Cloud UI.

Users are unable to trust that all relevant records are being displayed.
Report is unusable.


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