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. …
- Select the folder access level for the user, role, or group.
- Click Share. …
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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 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 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 private report in Salesforce?
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.
Who can see my 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 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.
How do I create a private report in Salesforce?
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. Or, to hide these reports, deselect this checkbox. Click Save.
Can you share a private folder in Salesforce?
Notes about folder sharing: When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public or custom folder, select the folder in the Save dialog box….Required Editions.Salesforce ClassicLightning ExperienceMy Personal DashboardsPrivate Dashboards2 more rows
Can Admin see private reports in Salesforce?
No, you can’t.
How do I query a private report in Salesforce?
Query from Private folders You need to have this permission Manage all private reports and dashboards, then you can query dashboard and report in Private folder. You also need to add ‘allPrivate’ query scope to find Reports and Dashboards in private folders.
What are the key differences between public and private reports in Salesforce?
Public Report: The report will be available to all users who have the report enabled in their permissions. … Private Report: Report will only be available to the user who created it. … Note: You can specify a report as public or private only when creating the report for the first time.
Why can’t a user see a report in Salesforce?
Make sure you have “Read” access to all the Objects the Report references. If any of the Objects are part of a Managed Package that requires licenses, check that you have an assigned license. If it is an Administrative Report, verify the “View Setup and Configuration” permission is on your Profile.
How do I restrict access to reports in Salesforce?
Go to System Permissions and then uncheck ‘View Reports in Public Folders’ .
How do I give permission to a folder in Salesforce?
In Salesforce Maps, click Layers | Saved.Select Corporate.Right-click the folder that you want to set permissions for. Then, click Edit Permissions.To add a permission, click Create New | User or Create New | Profile. … Set the permissions that you want to grant to your user or profile.
How many ways we can share reports in Salesforce?
22 Ways to Share Records in Salesforce.
How do I view report sharing in Salesforce?
These means include org-wide defaults, the Modify All Data or View All Data permission, or the Modify All or View All permission for contacts.Click Sharing on the desired record.Click Expand List.To see the reason the user has access to the record, click Why? next to a user’s name.
What is the maximum shared report links?
1,000 sharing linksNote that each report cannot have more than 1,000 sharing links.
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 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 make Salesforce report private?
How do you make a report folder private in Salesforce? When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public public/custom folder, select the folder in the Save dialog box. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved. …
How to save a report to a public folder?
To save to a public public/custom folder, select the folder in the Save dialog box. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved. Click to see full answer.
Can you have more than one dashboard folder?
Name the folder. The folder name must be unique. You cannot have more than one report or dashboard folder with the same name as another report or dashboard folder. Click Save.
