You need to have this permission Manage all private reports and dashboards, then you can query dashboard and report in Private folder. You also need to add ' allPrivate ' query scope to find Reports and Dashboards in private folders. - You should look at FolderId - this is where the dashboard or report stored.
Full Answer
How to query a private dashboard in Salesforce?
For the case of reports used as the source of dashboards that stored in someone private dashboard, you need to query from Private folder. You need to have this permission Manage all private reports and dashboards, then you can query dashboard and report in Private folder.
How to find reports and dashboards in private folders?
You also need to add ' allPrivate ' query scope to find Reports and Dashboards in private folders. - You should look at FolderId - this is where the dashboard or report stored. - The dashboard or report can be created by someone else, so don't look at CreatedById.
How do I create a report in Salesforce?
Create Report and Dashboard Folders 1 If you're not currently in the Sales app, click the App Launcher and select Sales. 2 Click the Reports tab. 3 Click New Folder and enter the details. ... 4 For Folder Label, enter Global Sales Reports. 5 Click in the Folder Unique Name text box to auto-populate the unique name. ... 6 Click Save. More items...
How do I delete a private or a personal folder report?
Now Administrators can delete a private or a personal folder reports or Dashboard in either Workbench or Data Loader. Follow the steps in Turn On Enhanced Sharing for Reports and Dashboards. Export Report IDs to a CSV file which contains only the IDs of Reports to be deleted.
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' .
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 change a salesforce report from private to public?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Public Groups.Find the group you want, and click Share.Choose the sharing level you want to give this group. ... Click Done, review your changes, and click Close.
How do I hide a report 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 control access to 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 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.
Who can see my 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 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.
How do I change the directory of a report?
Do either of the following on the Reports page: Click the report you want to move. Click. ... Select the target folder or subfolder. Search for folders by name, or select a folder on the left and scroll to find the target folder on the right. ... After selecting the target folder, click the Select button.
What happens when a report is moved from a private to a public folder?
Private Reports: All reports that were created by you and can only be seen by you. Public Reports: All reports saved in the Public Reports folder are available to everyone in your organization.
Can you share private folders Salesforce?
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.
How to share a report folder?
Following the help doc, you can go to Reports --> All Folders. Right click on the down arrow at the right side of the folder and select share . Now, on the sharing screen, ...
How to share a folder with a group?
Right click on the down arrow at the right side of the folder and select share. Now, on the sharing screen, you can select Public Groups to share with. Search for All Internal Users and it should eventually display (might take a second). Select that group and set the Access to view.
