Go to the Report tab -> Find the report folder you want share, Click the little Aero icon -> Select Share. Follow the screenshot below. From the Share With dropdown, select who you want to share with For Name, enter the name you want to match.
- Navigate to the Reports tab.
- Select All Folders listed on the left-hand side. ...
- Click the carrot on the far right of the row with your Report 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 to use report fields in Salesforce classic and lightning experience?
Report Fields in Salesforce Classic Keep Working While Your Report Preview Loads Create a Report or Dashboard Folder in Lightning Experience Quick Search for Folders Add a Folder as a Favorite Customize Report and Dashboard Lists in Lightning Experience Global Search for Folders Export and Connect Reports to Other Tools Build a Report Dashboards
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 customize report and dashboard lists in lightning experience?
Keep Working While Your Report Preview Loads Create a Report or Dashboard Folder in Lightning Experience Quick Search for Folders Add a Folder as a Favorite Customize Report and Dashboard Lists in Lightning Experience
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 do I share a report in Salesforce Classic?
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 share individual reports in Salesforce?
0:532:20How to Share Reports in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipGo ahead and select him. And then click share. And now you can see under this who has access or whoMoreGo ahead and select him. And then click share. And now you can see under this who has access or who can access right it has me and then it has marty mcfly.
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.
Do classic reports work in lightning?
Users can't schedule dashboard refreshes in Lightning Experience, but scheduled dashboard refreshes from Salesforce Classic continue to work in Lightning Experience. In Lightning Experience, instead of scheduling dashboard refreshes, subscribe to dashboards.
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 share a report link in Salesforce?
0:061:34How to Share a Report in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipOnce you log into your memory folks click on the report tab. And there is a folder section you canMoreOnce you log into your memory folks click on the report tab. And there is a folder section you can see all folders created by me and share with me click on the created by me. You can see i do have
How many reports can a user subscribe to in Salesforce?
5 reportsCurrently, Users can subscribe to a maximum of 5 reports or dashboards and be notified whenever set conditions are met. This maximum limit is currently hard-coded and cannot be increased. Note: The limit of 5 subscribed reports is independent for Salesforce Classic and Lightning Experience.
What are the different types of reports in Salesforce?
Types of Salesforce Reports There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
Who can access private reports in Salesforce?
All reports and dashboards in this folder are only visible to yourself; no one is supposed to be able to access, change, or delete the reports and dashboards in this folder.
Is Salesforce Classic being retired?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.
What are the advantages of lightning over classic?
Salesforce Lightning offers more functionality than Salesforce Classic, making it better overall. Lighting's biggest benefits include a components library and app builder to support more customizability, as well as support for third-party apps.
What is the difference between Salesforce lightning and classic?
Another distinction between Salesforce Classic and Lightning is that Lightning has a greater integration with Einstein AI and the ability to use Einstein AI features like forecasting, opportunity insights, and automated contacts.
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.
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 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.
Do all users have access to dashboards?
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.) [2] 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 ...
Can each user have access to a dashboard?
[1] With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, ...