function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion

Report | Save Hierarchy Level | checkbox | effects


While creation of eports, what does this check box makes the difference
Save Hierarchy Level
I see different number of records displayed depending on if we select this check box or Not.

Thanks for suggestions
Best Answer chosen by Ab
This post explains the checkbox very well:

It simply saves the Hierarchy "filters". When you run a report you have the option of filtering data by clicking on levels of the hierarchy. For example, if you hierarchy is "CEO > AMER > US > States", clicking on "US" will only show US records based on the hierarchy.
That checkbox will save the hiearchy filter of the report so that the next time you run it you see the same data set. For example if it was US, the next time you would run the report it would show you US data. 
You will still have the option of changing the hiearchy when running the report but it will always default to what was there when you saved the report if you selected that option. 
Obviously, standard permissions to records still apply. For example, if a user can only see california deals, this is what they would see even if the report is saved with the US level.