how to give access to a report in salesforce

How do I grant specific Users access to a folder that contains reports?

• Create a new public group with the specific users who need access. Include yourself in that list of users.
• Go to the Reports Tab.
• Click the new folder icon and create a new Report Folder.
  • The Report folder needs the "This folder is accessible only by the following users" permission.
  • Add the public group from Step 1 to the "Shared To" column.

Full Answer

How do I restrict access to a report in Salesforce?

Follow a report or dashboard. Set up a scheduled report. Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups. With enhanced folder sharing, you can control who sees what.

How do I run reports in Salesforce?

Available in: both Salesforce Classic ( not available in all orgs ) and Lightning Experience Available in: Essentials, Group, Professional , Enterprise, Performance, Unlimited, and Developer Editions To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name.

What fields available on Salesforce Knowledge Reports?

Fields Available on Salesforce Knowledge Reports Chat Session Reports Report on Partners Report on Relationship Groups Enable the Account Owner Report Report on File Search Activity Report on Chatter Top 100 Feed Item Views with Interaction Count... Related Articles and Questions Reports Community Case Deflection from Discussions and Articles

How do I grant access to my own reports?

Add any existing reports, to whichyou would like to grant access, to that folder. Create a new public group with the specific users who need access. Include yourself in that list of users.

How do I give permission to view reports in Salesforce?

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 give access to reports 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.

Can you share a report in Salesforce?

You can share a report or dashboard folder with up to 25 users, groups, roles, or territories from the UI. To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API.

Who can access reports in Salesforce?

Each user, group, or role can have its own level of access to a report and dashboard folder. Viewers can see the data. Editors can determine what data is shown. Managers can control access.

Why can't a user see a report in Salesforce?

Check the Field Level Security of the Lookup or Master-Detail Relationship field to ensure that your Profile has visibility to that field. Without visibility into that specific field, you will not have the ability to view the relationship that it contains and thus not able to run the report.

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 I share a report to a community user in Salesforce?

Select All Folders. Hover over the folder you want to share with the Partner Community, click the pushpin icon, and click Share. Select the Public Group(s) you'd like to expose the folder to. Click Share then Done.

How do I share individual reports in Salesforce?

0:342:20How to Share Reports in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipShare individual reports right just by going to a report all the way to the right you'd have thatMoreShare individual reports right just by going to a report all the way to the right you'd have that share option.

How do I share a report link in Salesforce?

0:061:34How to Share a Report in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipOnce you log into your memory folks click on the report tab. And there is a folder section you canMoreOnce you log into your memory folks click on the report tab. And there is a folder section you can see all folders created by me and share with me click on the created by me. You can see i do have

Who can see public reports in Salesforce?

The reports or dashboards in any folder that isn't private are visible to everyone who has permission to view the reports or dashboards. The following folder names are different in Salesforce Classic and Lightning Experience, but the folders are the same.

How do I restrict report access in Salesforce?

Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don't have access, select the Standard Report Visibility checkbox. Or, to hide these reports, deselect this checkbox. Click Save.

How do I allow someone to edit my dashboard in Salesforce?

0:002:30How to Assign Edit Dashboards Permission to a User - YouTubeYouTubeStart of suggested clipEnd of suggested clipThat well as the admin we're going to go into setup and we're going to add the permission. NowMoreThat well as the admin we're going to go into setup and we're going to add the permission. Now there's a couple ways to give alan the permission. One is to modify the profile.

What is folder sharing in Salesforce?

Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.

What is a good report?

A good report is like a trusted advisor: You won’t make a big decision without checking in for guidance, and you like to check in on a regular basis. For example, our Account Executive may look at a report of her closed opportunities on a weekly, monthly, or even daily basis, so she can stay on top of her monthly and quarterly quotas. She needs that report to determine if she’s on track, and she may take action or change what she’s doing based on the data she sees. When she’s accessing this important report, she can view it directly in Salesforce, or she can have it sent to her on a schedule.

How to show snapshot in dashboard?

Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.

How to enable feed tracking in dashboard?

Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.

What happens if you create a folder before analytics?

If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.

Can each user have access to a dashboard?

[1] With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, ...

Do all users have access to dashboards?

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.) [2] 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 ...