Most reports run automatically when you click the name. Click the Reports tab. Find the report you want to run and click the report name. If you’re already viewing a report, click Run Report to run it.
Full Answer
What does a Salesforce admins do?
Admins are responsible for setting up Salesforce for their organizations and making sure it runs smoothly. Admins have special permissions. For example, they can add user accounts and specify what people can see and do in Salesforce.
Can I permit the location of reports and dashboards in soql queries?
If you'd like to permit the location of Reports and Dashboards saved in a user's "My Personal Folder" within your SOQL query (via API version 36 or higher), follow these instructions. If the following features are not enabled, you'll receive an error titled " INVALID_QUERY_SCOPE" when attempting to locate reports or dashboards in private folders.
How do I enable soql parent relationship queries in Salesforce?
NOTE: If this feature is not available, please contact Salesforce Support to have it enabled Enable the "Manage All Private Reports and Dashboards" profile perm for the Profile of the user performing the search 1. Select "Allows SOQL Parent Relationship Queries"
Can Admin see private reports in Salesforce?
No, you can't. a User's Personal Provate Folder can't be seen by anyone (including Super-Duper Admin Power Users).
Can Salesforce admin see all reports?
Required Editions You don't need this permission to view the Administrative Reports report type—all users can view it and manage any document reports associated with that type. To view other types of reports associated with that type, such as user and approval request reports, you must have the permission.
Who can see 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 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.
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 give access to report types in Salesforce?
From Setup, in the Quick Find box, enter Sharing Settings , then select Sharing Settings. Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don't have access, select the Standard Report Visibility checkbox.
Can you share a personal 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 share a private report in Salesforce?
Sharing Content with Other UsersNavigate 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.
What is private report?
Private report means a custody and access or any other type of assessment report that has been requested by one or both of the parents, but without a court order, whether or not that report is later submitted by one or both parents as an expert report.
Why can't a user see a report in Salesforce?
Check the Field Level Security of the Lookup or Master-Detail Relationship field to ensure that your Profile has visibility to that field. Without visibility into that specific field, you will not have the ability to view the relationship that it contains and thus not able to run the report.
Who can run reports in Salesforce?
To allow a user to open or view a dashboard in Salesforce, the user needs to have the permission to run reports, and the dashboard viewing user must have access to the reports used as the data source for the dashboard components.
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.