1. Go to: "Setup --> Administer --> Manage Users --> Profiles" 2. Edit the Profile for which you want to grant access to Manage Reports in Public Folders 3. Scroll down to Administrative Permissions 4. Check the box labelled: "Manage Reports in Public Folders"
- 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 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...
Who can view a report in a public folder?
If a folder does not have Manager access, it is public, and users with the “View Reports in Public Folders” permission can view it. Depending on their object access, these users can also run the report.
How do I share reports between teams in Salesforce?
Click the Reports tab, and click Created by Me under Folders. Repeat steps 2-6 to share the Global Sales Reports folder. Note that the subfolders Admin Lightning Experience Reports, Marketing Reports, and Adoption Reports will automatically be shared with the same teams as their parent folder.
What access do users have to the report and dashboard folders?
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.)
How do I make a report public in Salesforce?
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 you make a salesforce folder public?
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 share a report folder with all users?
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 do I make a folder viewable by all internal users in Salesforce?
Search for All Internal Users and it should eventually display (might take a second). Select that group and set the Access to view. Now, all internal users have view access to that folder.
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 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 give a report folder access to user in Salesforce?
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 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.
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 enable enhanced folder sharing in Salesforce?
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 can records owned by customer community users be shared with internal users?
A Sharing Set grants community or portal users access to any record associated with an account or contact that matches that community user's account. A Share Group allows sharing records owned by community users with internal users. This mechanism grants internal users access to data owned by community users.
How do I give access to a community in Salesforce?
Enable Customer Community PermissionsFrom Setup, enter Manage Users in Quick Find, then select Users.Select a user name.Select the Permission Set Assignments related list.Click Edit Assignments.Select Customer Community Read Only in Available Permission Sets and add it to Enabled Permission Sets.Save your changes.
How to enable others to use a report or dashboard?
To enable others to use a report or a dashboard, share the folder it is in. Give each user, public group, or role the degree of access to the folder that makes sense for them.
How to give someone access to a folder?
To give someone access to a folder, you must have either Manager access to that folder, the “Manage Reports in Public Folders” permission (for report folders), or the “Manage Dashboards in Public Folders” permission (for dashboard folders).
What happens if a folder does not have manager access?
If a folder does not have Manager access, it is public, and users with the “View Reports in Public Folders” permission can view it. Depending on their object access, these users can also run the report. (1) Share your folder by user, by user group, or by role.
What can you do when you are an editor on a folder?
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 Editor or Manager access to .
Can you give permission to a user to view a shared video?
Yes you can do. In sharing rule in need to assign Viewer permission to user
Can you change a dashboard with viewer access?
With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, except by cloning it into a new report or dashboard. 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.)
How to autopopulate folder name?
Click in the Folder Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this folder isn't checked.
Why do we need reports?
Reports give you a quick way to answer both simple or complex questions.
What is dashboard in sales?
Dashboard to display key information from her sales reports, which is also to be accessible by her team.
What is flexibility in dashboards?
Flexibility —with reports and dashboards you can pull data from all your standard and custom objects and fields. You have many powerful options for tailoring reports and dashboards to the specific needs of your end users.
How to Use Report Folders in Salesforce
Report and dashboard folders help you keep your reports organized, they also let you specify who can view and edit the reports they contain.
Create a Folder
You can also create folders, if you've been given permission to do so.