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.
- 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.
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 access to a report in Salesforce?
From Setup, in the Quick Find box, enter Sharing Settings , then select Sharing Settings. 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.
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' .
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 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.
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.
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 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 create a public folder for reports in Salesforce?
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 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.
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.
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.