If your organization is using Books of Business in CRM On Demand, if the required fields are not set up correctly either in the company profile or the user records, the users will not be able to select a book.
In order for the users to be able to select books to change the reporting visibility on records, the ‘Historical Subject Areas’ needs to be set to ‘Full Visibility’. If the Company Profile has a value in the field and the user records are left blank, the company default value will be used. For example, if you would like the majority of users to have access to the data that they own as well as data where they are on a team, simply set the company profile to ‘Team Visibility’ for Reporting Subject Areas and Historical Subject Areas. In order for users to be able to view the data based on a book, just change their Historical Subject Area to Full Visibility. While doing that, you might want to set the Default Book for Analytics in the user record to the book that the user will use when running reports.
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