how to share a report folder in salesforce lightning

Share a Report or Dashboard Folder in Lightning Experience

• Click next to the folder name on any page that lists report or dashboard folders.
• Click Share.
• Form the Share With dropdown, select who you want to share with.
• For Name, enter the name you want to match. The name must match the category (user, group, or role). For example, if you...

Full Answer

How to share reports and dashboards in Salesforce Lightning?

As you may know already, reports and dashboards can only be shared by folders in Salesforce. Starting in Winter ’18, folder managers can share a report or dashboard folder with users, roles or public groups and update folder sharing access in Lightning UI.

What is enhanced folder sharing in Salesforce lightning experience?

Salesforce provide a great feature share report and dashboard folders in Lightning Experience. This enhance folder sharing to share with users, groups, roles, or territories. Enhanced folder sharing is the default option for all orgs created after 2013. It’s available in all editions.

How do I build a report in Salesforce?

Search all of Salesforce Help Analyze Your Data Reports and Dashboards Reports Build a Report 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

How to group your report data in Salesforce classic?

Group Your Report Data in Salesforce Classic Example: Use WITH in Cross Filters Report on Relationship Groups Share a Report or Dashboard Folder in Lightning Experience Rename a Report or Dashboard Folder in Lightning Experience

How do I give someone access to my salesforce 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 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.

How do I create a report folder in Salesforce lightning?

You can create report and dashboard folders in Lightning Experience....On the Reports or Dashboards tab, click New Folder.Name the folder. The folder name must be unique across all report and dashboard folders.Click Save.

How do I enable sharing folders 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 do I share a report link in Salesforce?

Go to the Report tab -> Find the report folder you want share, Click the little Aero icon -> Select Share. Follow the screenshot below. Click Share -> For Select the folder access level for the user, role, group, or territory, Here I choose View -> Click Done.

How do I share a report to a community user in Salesforce?

Select All Folders. Hover over the folder you want to share with the Partner Community, click the pushpin icon, and click Share. Select the Public Group(s) you'd like to expose the folder to. Click Share then Done.

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 share a subfolder in Salesforce?

A subfolder can only be shared to the same or a subset of business units that its parent was shared to....Create a Shared SubfolderRight-click on the Shared Content folder or any other folder.Select Create Sub Folder.Name the folder.Select the business units that can access all content created or moved in that folder.

What is report folder in Salesforce?

Use report and dashboard folders to organize your reports and dashboards. To share reports and dashboards, you share the folder, not the report or dashboard itself.

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 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 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 many users can share a dashboard?

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.

Does Salesforce have a feature share?

Salesforce provide a great feature share report and dashboard folders in Lightning Experience . This enhance folder sharing to share with users, groups, roles, or territories. Enhanced folder sharing is the default option for all orgs created after 2013. It’s available in all editions.

Share your Report and Dashboard Folders Lightning Fast!

It’s never been easier to share Reports and Dashboards! As you may know already, reports and dashboards can only be shared by folders in Salesforce. Starting in Winter ’18, folder managers can share a report or dashboard folder with users, roles or public groups and update folder sharing access in Lightning UI.

Analytics Folder Sharing

Lightning Folder sharing is built on Analytics Folder Sharing, which grants fine-grained access to reports and dashboard folders and offers the following benefits:

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.

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.

Do all users have access to 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.) Editor Access to Report and Dashboard Folders.