You can also hide the standard report folders using the folder permissions. If there is a standard report you want to expose to your users, just open it and then "Save As" and place it in your custom folder. March 21, 2009
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 to search for reports and dashboards in Salesforce lightning experience?
Search for Reports and Dashboards from the Reports Tab in Salesforce... Get the Information You Need from the Reports Tab List View in... Customize Report and Dashboard Lists in Lightning Experience
Why can't some users see the content in a report?
The reports are shard on the Folder level, so if the users are able to see the Folder and the Report in it - then they should have access to them. If the users are unable to see the content in the report that means that those set of users do not have permission to the Objects and Fields of the Report Content.
Can you hide report folders in Salesforce?
Hello Lucy, yes you can hide report folders. If you hover over the name of the report folder you will see the down arrow, click on the arrow and select "Edit". You can select "This folder is hidden from all users".
How do I restrict a report folder in Salesforce?
Go to System Permissions and then uncheck 'View Reports in Public Folders' .
Can you hide report types in Salesforce?
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 delete a report folder in Salesforce?
To delete the folder, uninstall the managed package or contact the package provider for help.On the Reports or Dashboards page, find the report or dashboard you want to delete and select the Delete row level action. ( If necessary, scroll to the right to see .) ... Click Delete to confirm.
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 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.
How do I hide report details in Salesforce?
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.
Can you delete standard report types in Salesforce?
Standard report type(or any other Standard object, feature) you will not be able delete. You can delete custom report types.
What is standard report visibility?
To set standard report visibility: Manage Sharing. You can control whether users can see reports based on standard report types that can expose data of users to whom they don't have access. When User Sharing is first enabled, all reports that contain data of users to whom a viewing user doesn't have access are hidden.
How do I mass delete report folders in Salesforce?
To Mass-Delete ReportsNavigate to the Setup area of Salesforce.Under Administer, expand Data Management.Click Mass Delete Records.Choose Mass Delete Reports.In the filter criteria, choose “Report Name contains YYMM” (using the YYMM you need to delete).Click Search.More items...•
Can we delete report in Salesforce?
Deleted reports are moved to the Recycle Bin. You can't delete reports in others' personal folders. You also can't delete reports used by dashboard components or reporting snapshots unless you first delete the dashboard component or reporting snapshot.
How do I delete a report from Salesforce dashboard?
Click Reports. next to the report. To delete the report, select Delete. At the confirmation, click Delete.