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.
- 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.
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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.
How do I follow chatter reports in Salesforce?
Chatter One of the key benefits of reports and dashboards in Salesforce is the integration with Chatter, allowing you to have collaboration in context with your data. You can follow any report or dashboard by clicking on the Follow icon in the feed.
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 do I restrict access to reports and dashboards in Salesforce?
Post a dashboard snapshot to Chatter. Follow a report or dashboard. Set up a scheduled report. 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.
Can private reports be shared 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 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.
Can you share a single report in Salesforce?
Share a Report or Dashboard Folder with an Individual User in Salesforce Classic. Enhanced folder sharing is the default option for all orgs created beginning with the Summer ’13 Salesforce release. Legacy folder sharing, as described in this topic, is supported only for orgs created before the Summer ’13 release.
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 Admin see private reports in Salesforce?
No, you can’t.
How do I give access to Salesforce reports?
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.
How many ways we can share reports in Salesforce?
22 Ways to Share Records in Salesforce.
How do I create a report folder in Salesforce lightning?
You can create report and dashboard folders in Lightning Experience….On the Reports or Dashboards tab, click New Folder.Name the folder. The folder name must be unique across all report and dashboard folders.Click Save.
How do I enable enhanced folder sharing?
In order to enable Enhanced Folder Sharing before the Spring ’22 release, follow these steps:From Setup in Salesforce Classic, enter ‘Folder Sharing’ in the Quick Find box.Select Folder Sharing.Select Enable access levels for sharing report and dashboard folders.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.
How do I share a personal custom 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.
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.
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:
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 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.
What does a running user see in dashboard?
If the running user is a specific user, all dashboard viewers see data based on the security settings of that user—regardless of their own personal security settings. For this reason, you’ll want to choose the running user wisely, so as not to open up too much visibility.
Where are dashboards stored?
Like reports, dashboards are stored in folders, which control who has access. If you have access to a folder, you can view its dashboards. However, to view the dashboard components, you need access to the underlying reports as well. Each dashboard has a running user, whose security settings determine which data to display in a dashboard.
Can you display multiple dashboards on one page?
You can display multiple dashboard components on a single dashboard page, creating a powerful visual display and a way to consume multiple reports that often have a common theme, like sales performance or customer support. Like reports, dashboards are stored in folders, which control who has access. If you have access to a folder, you can view its …