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 ...
- Add any existing reports, to whichyou would like to grant access, to that folder.
- Navigate 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.
How do I access Salesforce?
Salesforce Lightning
- Log in to Salesforce.
- In the upper right, click your image (avatar) and then click Settings.
- In "Quick Find" search field, enter " Grant " and click Grant Account Login Access.
- Set the Access Duration option to Salesforce.com Support . Note: Access for technical escalations must be set for a minimum of one month.
- Click Save.
How to run a report in Salesforce?
- When you set a custom date range, the system generates a report based on data as it appears at 12:00 AM on that date. ...
- We recommend shorter data ranges for reporting parameters. ...
- Where noted, some reports are not available to view as a web page and require you to select a format for file export.
What is Salesforce report?
- Enter report name.
- Enter Salesforce Report Description.
- Select Report folder and finally click on Save button.
How do I restrict report access in Salesforce?
- On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
- Select Internal Users. Note Internal users doesn't include customer portal or partner portal users.
- Find the user you want, click Share, and choose an access level.
- Click Done, review your changes, and click Close.
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 restrict access to a report folder in Salesforce?
Go to System Permissions and then uncheck 'View Reports in Public Folders' .
How do I share a report folder with all users?
Required Editions and User Permissions 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. next to the New Folder button, and select Share.
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 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.
How do I enable enhanced folder sharing for reports and dashboards?
In order to enable Enhanced Folder Sharing before the Spring '22 release, follow these steps:From Setup in Salesforce Classic, enter 'Folder Sharing' in the Quick Find box.Select Folder Sharing.Select Enable access levels for sharing report and dashboard folders.Click Save.
How do I give access to a report folder?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
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.
Who can run reports in Salesforce?
One of the great features of Salesforce is that anyone with the “Create Reports” permission can create reports. One of the downsides of this is that you could end up with a lot of reports in your folders. To combat this clutter of reports in Salesforce, you can (and should) create a “Report Report”.
Can anyone edit public reports in Salesforce?
Create, edit, and delete reports, and manage their sharing in all public report folders. This permission does not extend to others' personal folders. This permission allows users to edit and share reports in all folders, including hidden folders.
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.
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.