Create Report and Dashboard Folders.
- If you're not currently in the Sales app, click the App Launcher and select Sales.
- Click the Reports tab.
- Click New Folder and enter the details. Note: If the New Folder button is not present, it is recommended you create a new Trailhead Playground.
- For Folder Label, enter Global Sales Reports.
- 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.
- Click Save.
- Repeat steps 3-6 to create the following folders as subfolders under the Global Sales Report folder:
- On the Reports or Dashboards tab, open the folder you're working with.
- Click New Folder.
- Name the subfolder. The name must be unique. You can't have more than one report or dashboard folder with the same name as another report or dashboard folder.
- Click Save.
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 share reports between teams in Salesforce?
Click the Reports tab, and click Created by Me under Folders. Repeat steps 2-6 to share the Global Sales Reports folder. Note that the subfolders Admin Lightning Experience Reports, Marketing Reports, and Adoption Reports will automatically be shared with the same teams as their parent folder.
How do I create new folders in sales dashboards?
Click the Dashboards tab. Click New Folder and enter the details. For Folder Label, enter Global Sales Dashboards. 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. Click Save. Share all the new folders with the Sales team: Click Created by Me under Folders.
How do I share the global sales reports folder?
Leave Access as View, and click Share. Click Done to close the Share Folder pop-up. Click the Reports tab, and click Created by Me under Folders. Repeat steps 2-6 to share the Global Sales Reports folder.
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How do I Create a folder in Salesforce reports?
Create a Folder for Article ReportsIn the Report Folder section of the Reports tab, click Create New Folder.Enter Article Reports in the Folder Label field.Optionally, modify the Group Unique Name .Choose a Public Folder Access option. ... Choose a folder visibility option.Click Save.
How do I Create a report folder?
Create Report and Dashboard FoldersIf you're not currently in the Sales app, click the App Launcher. ... Click the Reports tab.Click New Folder and enter the details. ... For Folder Label, enter Global Sales Reports .Click in the Folder Unique Name text box to auto-populate the unique name. ... Click Save.More items...
What are report folders in Salesforce?
A folder is a place where you can store reports, dashboards, documents, or email templates. Folders can be public, hidden, or shared, and can be set to read-only or read/write. You control who has access to its contents based on roles, permissions, public groups, and license types.
How do I manage a report folder in Salesforce?
0:012:58Manage Report and Dashboard Folders (Lightning Experience)YouTubeStart of suggested clipEnd of suggested clipNow you can organize your reports and dashboards just the way you want enlightening experience theMoreNow you can organize your reports and dashboards just the way you want enlightening experience the enhanced ListView helps you easily find the reports or dashboards you're looking for and subfolders
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!
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 create a folder in Salesforce?
To create new folders:In the All Site Content view on the Overview tab, click New Folder.Type in the folder name.Click Create.
How do I change the report folder in Salesforce?
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 report folder in a change set?
Reports stored in the Unfiled Public Reports folder appear in the list of reports that can be added to the change set, but they aren't deployed even if added to the change set. To deploy a private or unfiled report using a change set, first copy or move the report to a different report folder.
How do I give access to a report folder in Salesforce?
Sharing Content with Other UsersNavigate to the Reports tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Report 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.
Who can modify access to report folders?
When the user has access to a report folder, the user is able to store a new report to a report folder; even user accessibility to the report folder is only as Viewer. The user will also able to edit and delete reports created by that user in the public report folder, with the user access is Viewer.
How do you manage a report?
Complete steps on how to prepare a Management ReportStep 1: Plan before you start. ... Step 2: Invest in automated tools. ... Step 3: Use clear and objective language. ... Step 4: Tell a story to engage readers. ... Step 5: Define the metrics and KPIs to be used. ... Step 6: Establish a point of comparison.More items...•
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