how to grant access to reports 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 grant a user access to Salesforce support?

Granting access can be done through your user’s settings menu – here’s how to find it: 1. Click on your avatar in the top-right corner and select Settings. 2. In the left-hand menu, select Grant Account Login Access. 3. Find Salesforce Support. Under Access Duration, select the amount of time necessary.

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 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 follow reports and dashboards in Salesforce?

One of the key benefits of reports and dashboards in Salesforce is the integration with Chatter, allowing you to have collaboration in context with your data. You can follow any report or dashboard by clicking on the Follow icon in the feed. If you don’t see the option to follow a report or dashboard, you may need to enable Feed Tracking.

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.

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.

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.

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.

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.

What are the three access levels you can grant to report and dashboard folders?

Three access levels for each folder: view, edit, and manage.

How do I share individual reports in Salesforce?

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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 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

End Users

Each organization needs to decide how much hands-on reporting they want their end users doing. In Salesforce, a standard profile can create and customize reports, run reports, subscribe to reports and export reports. As a best practice, do not allow end users the ability to export report data.

Managers

Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company.

Report and Dashboard Super Users

There are often users that rise above the fray and both warrant and demand more access to Report and Dashboard functionality.

Report and Dashboard Admins

Within some organizations, there is a group of non-System Administrators who are trusted to assist with more structural elements of Salesforce reporting. In addition to the permissions listed above, we might also consider granting the following to users who assist in these areas.

System Administrators

As the System Administrator Profile is always kept up to date with Report and Dashboard permissions there isn’t anything more to do but monitor release notes to understand what is available.

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 ...

What permissions are always evaluated?

The permissions on a record are always evaluated according to a combination of object-level, field-level, and record-level permissions. When object-level permissions conflict with record-level permissions, the most restrictive settings win. That means even if you grant a profile create, read, and edit permissions on the recruiting objects, ...

What determines a user's baseline permissions?

A user’s baseline permissions on any object are determined by their profile. If the user has any permission sets assigned, these also set the baseline permissions in conjunction with the profile. Access to records a user does not own are set first by the org-wide defaults.

What is org-wide default?

Org-wide defaults specify the baseline level of access that the most restricted user should have. Use org-wide defaults to lock down your data, and then use the other record-level security and sharing tools (role hierarchies, sharing rules, and manual sharing) to open up the data to users who need it.

When is org-wide sharing setting for an object private or public read only?

When the org-wide sharing setting for an object is Private or Public Read Only, an admin can grant users additional access to records by setting up a role hierarchy or defining sharing rules. Sharing rules can only be used to grant additional access.

What is record level security?

Record-Level Security. To control data access precisely, you can allow particular users to view specific fields in a specific object, but then restrict the individual records they're allowed to see. Record access determines which individual records users can view and edit in each object they have access to in their profile.

Can all users view records?

All users can view and report on records, but only the owner, and users above that role in the hierarchy, can edit them. All users can view, edit, and report on all records. A user can view, edit, or delete a record if she can perform that same action on the record it belongs to.

Can you change sharing permissions in Apex?

When you use Apex managed sharing for any custom object , only users with the “Modify All Data” permission can add or change the sharing on that custom object's records, and the sharing access stays the same even if the record owner changes. For more information, see Apex Sharing.