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.
Table of Contents
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 to create a custom report type in Salesforce?
Create a Summary Report
- The Fields pane (1) displays fields from the selected report type, organized by folder. …
- The Outline pane (2) makes adding, removing and arranging columns a breeze with a simple drag and drop feature. …
- The Filters pane (3) allows you to set the view, time frame, and custom filters to limit the data shown in a report.
How to create sharing rules in Salesforce?
- From Setup, enter Sharing Settings in the Quick Find box and select Sharing Settings.
- Choose Position from the Manage sharing settings for: dropdown.
- In the Position Sharing Rules section, click New, and then complete the rule details. …
- Click Save, and then click OK on the confirmation message.
What are the sharing rules in Salesforce?
Sharing Rules in Salesforce
- Sharing Rules are used to open up the access to Salesforce Record on top of OWD and Role Hierarchy.
- Sharing rules only work if the OWD for the record is either Private or Public Read Only for any ( Default Internal or Default External ).
- When Sharing Rule is executed and open up the access to any record. …
How do I send a report in Salesforce?
0:030:48How to automatically email report in Salesforce lightning – YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on reports. No drop-down arrow next to the report click on it click on subscribe.MoreClick on reports. No drop-down arrow next to the report click on it click on subscribe.
Can we share a single report in Salesforce?
Yes you are correct the sharing is not available at individual reports level.
How do I give access to a report folder?
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.
Can I send Salesforce report to external user?
If you want your external users to create or edit reports in a privately shared folder, grant them Viewer access on the folder. next to the folder you want to share, then select Share. Note Partner and customer users can’t create, edit, or view reports in the Unfiled Public Reports folder.
How do I share a Salesforce Lightning report?
Share a Report or Dashboard Folder in Lightning ExperienceClick 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.More items…
How do I create a report folder 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 give someone access to a private report in Salesforce?
To give users broader privileges, assign Editor or Manager folder access and give report and dashboard user permissions as needed. Create, edit, and delete dashboards in the My Personal Dashboards folder. Create dashboards and save to any shared folder if sharing rights allow.
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 see reports in Salesforce?
Required Editions When you create a folder, it is accessible only to you and to users with administrative permissions, until you share it. Viewer access allows you to view the reports or dashboards in a folder, but doesn’t determine access to folder contents.
Can Salesforce reports be sent to non users?
You can send reports only to email addresses included on Salesforce user records. Per Subscribe to Get Refreshed Report Results in Lightning Experience, When the subscription emails the refreshed report to each recipient, it sends to the email address set in Settings | Email | My Email Settings.
How do I send a report via email in Salesforce?
Report on Email MessagesFrom Setup, in the Quick Find box, enter Report Types , then select Report Types.Click New Custom Report Type.Select Email Message as the Primary Object. … Optionally, select a secondary object from among these options and save the report.More items…
How do I share a report with 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.
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 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.
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.
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, …
How to make sure you have access to reports?
Another way to make sure you have access to reports is to subscribe to them. In NPSP, you can subscribe to a report when you need to have critical data sent to you via email regularly. Let’s check in with Sofia to see how she does this.
What is a private report?
Private Reports: All reports that were created by you and can only be seen by you. Public Reports: All reports saved in the Public Reports folder are available to everyone in your organization. All Reports: All reports you have access to (like those shared by other users) And these are the default folder options: …
Can Sofia share a report with her executive director?
Sofia’s Executive Director now has access to the report, even if she doesn’t know it yet. Now that the Donor and Volunteer report is in a public folder, Sofia can share it with her Executive Director. There are lots of ways to share a report in Salesforce. This time, Sofia chooses to share the report through Chatter.
Can Salesforce admin make folders private?
Your admin can make a folder available to your entire organization, or make it private so that only the owner has access. And folders can have subfolders—but only if the Salesforce admin at your organization has enabled enhanced folder sharing. Folders are a great way to organize reports, so Gorav, the admin at No More Homelessness (NMH), …
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.
How to Create a Salesforce 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”.
Report Charts
While we’re here, let’s add a report chart. Click on “Add Chart”. If you’ve previously added a chart, you’ll simply see a chart icon.
Salesforce Report Features
While you’re viewing your report, there are a couple of other features to be aware of. Click on the drop-down next to “Edit” and you’ll see you can:
Scheduling a Salesforce Report
In Lightning, you can subscribe to up to five reports, which you will then receive via email. To subscribe, a user must have access to the folder a report is stored in.
Salesforce Custom Report Types
In some instances, the native reports just won’t cut it. Perhaps you need to report on more than 2 objects, or you want a report to display records “without” other associated records, for example, Contacts without Accounts. In this instance, you would need to create a custom report type.
Create Your First Report!
Now, over to you. Have a go at creating the following reports in a Salesforce sandbox/developer org:
