How do i share a report in salesforce lightning

How to create and share Report Folders in Salesforce Lightning?

1. Go to Reports tab.
2. Select All Folders.
3. Select Share from the action menu.
4. Select User or Roles or Roles and Subordinates or Public Group in Share With. Select the name from the Names. Select…

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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 schedule a report in Salesforce?

This is also true for Salesforce, so we’re sharing the instructions on how to do it. Choose the report type that you’d like to schedule and click on its name. Select the Run Report button and choose Schedule Future Runs from the drop-down menu. In the new window, enter the necessary details about your report, like frequency or time.

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

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.

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.

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 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.

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 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 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…

Can I send a Salesforce report to external user?

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.

Can we send reports to email in Salesforce?

You can send reports only to email addresses included on Salesforce user records. When portal users receive emailed reports, they see the same data as the running user set in the report schedule. If you have information you’d rather not share, schedule the report to run with a portal user as the running user.

How do I give someone access to my Salesforce report?

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 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.

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 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, …