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...
- 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.
How to create a report in Salesforce?
How to Create a Salesforce Report Tabular Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”. Select the objects/s you wish to report on. You can use the search bar to quickly search for a report type. I’m going to create an Accounts report.
What are the benefits of creating reports in Salesforce?
- Faster implementation schedule
- Lower maintenance cost, since you don't have to buy or support in-house servers, data centers, and high-speed internet connections, or hire any IT staff for this work
- It is scalable and robust
- Security and high performance
- Easily expandable functionality using prebuilt solutions from the AppExchange
What are standard reports in Salesforce?
The different types of reports in Salesforce are:
- Tabular report that displays the grand total in table form
- Matrix report where grouping is based upon both rows and columns
- Summary reports that are detailed reports in which the grouping is based on columns.
- Joined report which allows two or more reports to be joined in a single report
How do I create a custom report in Salesforce?
Step 1: Defining the Custom Report
- Select the primary object, in this case, “ Accounts ”. Fill all the necessary information, as we did in Example 1. ...
- Report Records Set Now define object relationship for this custom report type. ...
- Report Layout
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.
What you'll learn
This learning path has covered sharing data across users groups and roles, along with setting up team sharing. It is now time to cover sharing files, reports, and dashboards in Lightning Experience.
About the author
Sara Morgan Nettles is a Certified Salesforce Platform I and II developer, who began her software development career twenty years ago working primarily with Microsoft technologies. She now focuses on sharing her knowledge of developing modern web applications on the Salesforce platform.
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 show snapshot in dashboard?
Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.
What is folder sharing in Salesforce?
Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.
How to enable feed tracking in dashboard?
Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.
What happens if you create a folder before analytics?
If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.
What is a good report?
A good report is like a trusted advisor: You won’t make a big decision without checking in for guidance, and you like to check in on a regular basis. For example, our Account Executive may look at a report of her closed opportunities on a weekly, monthly, or even daily basis, so she can stay on top of her monthly and quarterly quotas. She needs that report to determine if she’s on track, and she may take action or change what she’s doing based on the data she sees. When she’s accessing this important report, she can view it directly in Salesforce, or she can have it sent to her on a schedule.
Can you post snapshots on chatter?
In addition, you can post a snapshot of a dashboard component at a specific point in time to the Chatter feed, and everyone following the dashboard will get an update in their feed. For example, post a snapshot of a regional sales chart to let your team know that sales are down in the Midwest.
What is aggregate in math?
Aggregate is the metric that’s the basis of your condition. It can be Record Count, Average Amount, Smallest Amount, Largest Amount, or Sum of Amount. Operator is the basis of comparison, such as Equal, Not Equal, Greater Than, and so on. Value is the number that you want the aggregate compared to.