Sadly there is no way we can hide the reports other than putting them in folders. However, from my research i found that summer 13 has introduced a cool new feature for report folder sharing. Once enabled we will be able to share the reports with particular people and also give different access rights to different people.
- From the run reports page, click Hide Details to hide individual records. Click Show Details to show all records.
- From the report builder, click Show | Details. A check mark beside the Details menu item means that details are displayed. Click Details to toggle between showing or hiding records.
How to build a report in Salesforce lightning experience?
Build a Report in Lightning Experience Select Report Types with the Enhanced Report Type Selector (Beta) Build a Report in Salesforce Classic Choose a Report Type in Salesforce Classic Choose a Report Format in Salesforce Classic Group Your Report Data in Salesforce Classic Keep Working While Your Report Preview Loads
How to customize reports in Salesforce classic?
Select Report Types with the Enhanced Report Type Selector (Beta) Build a Report in Salesforce Classic Choose a Report Type in Salesforce Classic Choose a Report Format in Salesforce Classic Group Your Report Data in Salesforce Classic Keep Working While Your Report Preview Loads Customizing Reports in Salesforce Classic
How to use Source Report charts in Salesforce dashboards?
Use Source Report Charts in Dashboard Components Dynamic Dashboards: Choose Who People View a Dashboard As Data Settings for Dashboard Scatter Chart Components Formatting Settings for Dashboard Gauge Components Modify a Dashboard Component in Salesforce Classic Dynamic Gauge Charts in Lightning Experience Dashboards
How to summarize report data in Salesforce?
Summarize Report Data Choose a Report Type in Salesforce Classic Report and Dashboard Limits, Limitations, Allocations, and Technical... Add a Summary Formula to a Joined Report Embedded Report Charts Example of Report Charts on an Account Page Hide Unused Report Types Summary Formulas with Joined Reports Create a Cross Filter Build a Report
How do I hide a field in a Salesforce report?
Review the field's Field Level Security settings. 2. Note that the field is set to 'Hidden' for some Profiles. 3. Hover over 'Hidden' and either field is hidden because of page layout or field is hidden because of Field Level Security appear.
How do you hide report types in lightning?
On the Reports tab, click New Report.Select Select Report Types to Hide. The green check mark next to a report means it's visible to everyone.To hide the report type, click the check mark to change it to an X.
How do I change report visibility 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 you hide a field in a report?
To hide a field in your report, right-click a field and click Hide. The hidden field appears slightly faded in its bucket, as shown in the following image. You can display the field again by right-clicking it and de-selecting the Hide option.
Who can see private reports in Salesforce?
The reports or dashboards in a private folder are always invisible to everyone except the person who created the folder. The reports or dashboards in any folder that isn't private are visible to everyone who has permission to view the reports or dashboards.
How do I unhide a report in Salesforce?
Run Reports. From the run reports page, click Hide Details to hide individual records. Click Show Details to show all records.
How do I restrict access to reports in Salesforce?
Go to System Permissions and then uncheck 'View Reports in Public Folders' .
How do you make a public report private in Salesforce lightning?
Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard 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 restrict access to records in Salesforce?
Set Your Org-Wide Sharing Defaults Use org-wide defaults to specify the baseline level of access that the most restricted user should have. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings. Click Edit in the Organization-Wide Defaults area.
How do I hide a field in Salesforce?
All you have to do now is find the field you'd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release. And you're all set, the field is now hidden from the page layout!
How do you hide a field in access?
Right-click the column header, and then click Hide Fields on the shortcut menu.
How do you hide a field in access form?
How to Hide Fields in an Access form / How to Make Fields Visible in an Access FormSelect the text box.In the tools section of the “Design” tab click on the item called “Property Sheet”Select the “Event” tab.On the “After Update” property click on the little black down arrow / triangle and select “Event Procedure”More items...•