When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public public/custom folder, select the folder in the Save dialog box. Click to see full answer. Similarly, you may ask, how do I share a Salesforce dashboard?
How do I create a report in Salesforce?
Create Report and Dashboard Folders 1 If you're not currently in the Sales app, click the App Launcher and select Sales. 2 Click the Reports tab. 3 Click New Folder and enter the details. ... 4 For Folder Label, enter Global Sales Reports. 5 Click in the Folder Unique Name text box to auto-populate the unique name. ... 6 Click Save. More items...
How do I save a Salesforce dashboard to a public folder?
To save to a public public/custom folder, select the folder in the Save dialog box. Click to see full answer. Then, how do I share a Salesforce dashboard? To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API.
Are there Salesforce reports and dashboards?
Imagine trying to comb through your Salesforce data to figure out what percentage of your opportunities had been closed this year. After a few hundred clicks, you would get pretty frustrated. Luckily, there are Salesforce reports and dashboards to make your life easier.
Who can view a report in a public folder?
If a folder does not have Manager access, it is public, and users with the “View Reports in Public Folders” permission can view it. Depending on their object access, these users can also run the report.
How do I create a report folder?
You can create report and dashboard folders in Lightning Experience....On the Reports or Dashboards tab, click New Folder.Name the folder. The folder name must be unique across all report and dashboard folders.Click Save.
How do I save a Salesforce report in the Public folder?
Notes about folder sharing: When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public or custom folder, select the folder in the Save dialog box.
How do I know if a Salesforce report folder is public?
How to find out if a folder is private or public in SF? In lightning, once you click on Report tab you can see "Private Reports" and "Public Reports" at the left.
How do I create a public dashboard in Salesforce?
Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
How do I create a public folder in Salesforce?
Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . ... Choose a Public Folder Access option. ... Select an email template and click Add to store it in the new folder. ... Choose a folder visibility option: ... Click Save.
How do I create a report folder in Salesforce lightning?
You can create report and dashboard folders in Lightning Experience....On the Reports or Dashboards tab, click New Folder.Name the folder. The folder name must be unique across all report and dashboard folders.Click Save.
How do I move a Salesforce report to another folder?
Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.On the Reports tab list view, click and hold an item.Drag the item to its destination folder in the Folders pane.
How do I create a subfolder in Salesforce?
Creating a subfolder is just like creating a regular folder. Go into the report or dashboard folder where you want to create the subfolder, and click New Folder. Name the folder, and click Save. Et voila!
Can we deploy reports in Salesforce?
In order to make reports deployable, they will either need to be put into the default Public Reports folder or a folder you create. If you save the report in a custom folder, the report will show as FolderName/ReportName.
How do I give access to a report folder?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
How do I create a private report folder in Salesforce?
Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . ... Choose a Public Folder Access option. ... Select an email template and click Add to store it in the new folder. ... Choose a folder visibility option: ... Click Save.
Why can't a user see a report in Salesforce?
Make sure you have "Read" access to all the Objects the Report references. If any of the Objects are part of a Managed Package that requires licenses, check that you have an assigned license. If it is an Administrative Report, verify the "View Setup and Configuration" permission is on your Profile.
Why do we need reports?
Reports give you a quick way to answer both simple or complex questions.
How to autopopulate folder name?
Click in the Folder Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this folder isn't checked.
What is dashboard in sales?
Dashboard to display key information from her sales reports, which is also to be accessible by her team.
How to enable others to use a report or dashboard?
To enable others to use a report or a dashboard, share the folder it is in. Give each user, public group, or role the degree of access to the folder that makes sense for them.
What happens if a folder does not have manager access?
If a folder does not have Manager access, it is public, and users with the “View Reports in Public Folders” permission can view it. Depending on their object access, these users can also run the report. (1) Share your folder by user, by user group, or by role.
How to give someone access to a folder?
To give someone access to a folder, you must have either Manager access to that folder, the “Manage Reports in Public Folders” permission (for report folders), or the “Manage Dashboards in Public Folders” permission (for dashboard folders).
What can you do when you are an editor on a folder?
When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have Editor or Manager access to .
Can you give permission to a user to view a shared video?
Yes you can do. In sharing rule in need to assign Viewer permission to user
Can you change a dashboard with viewer access?
With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, except by cloning it into a new report or dashboard. All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.)
How to add a dashboard component to Salesforce?
Add a Dashboard Component in Salesforce Classic. Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it.
How many users can share a folder?
To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API.
