How to create and share Report Folders in Salesforce Lightning?
- Go to Reports tab.
- Click New Folder button.
- Enter Label and Name.
- In 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 create a new sales report folder?
If you’re not currently in the Sales app, click the App Launcher and select Sales. Click the Reports tab. Click New Folder and enter the details. Note: If the New Folder button is not present, it is recommended you create a new Trailhead Playground.
How to create a new folder in Salesforce?
Click New Folder button. 3. Enter Label and Name. 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.
What is Salesforce Report Builder?
Salesforce reports are a list of filtered records. As you would expect from the #1 CRM in the world, they are powerful, intuitive, customizable, and they work well for organizations of all types and sizes. The Salesforce Report Builder is where users create reports, add filters and define the fields to display.
How to create and share report folders in Salesforce Lightning?
How to create and share Report Folders in Salesforce Lightning? 1. Go to Reports tab. 2. Click New Folder button. 3. Enter Label and Name. 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.
How do I Create a new folder in Salesforce?
Creating a New Salesforce FolderOpen the Salesforce Site.com Studio.Click on the Overview tab.Hit the All Site Content view under the Type Site list.Click on Create New Folder.Enter the new folder’s name.Hit Create.
How do I Create a folder in Salesforce lightning reports?
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 Create a report folder in Salesforce Classic?
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.
Where is the report folder in Salesforce?
Run Reports AND access to the reports folder. On the Reports tab, type in the search box below All Folders. Search looks up all folders. Filters are set to All Items and All Types to display all the folder’s contents.
How do you create a folder in Reports?
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 change the report folder in Salesforce?
Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.On the Reports tab list view, click and hold an item.Drag the item to its destination folder in the Folders pane.
How do I Create a folder in Apex?
You cannot create folders via apex. You have to create it in SFDC via setup , and query that in apex for id. You can’t do it in a unit test either. And unless you use SeeAllData, you cannot query for folders either.
Where is report Builder in Salesforce?
To enable the report builder for all users, from Setup, enter Reports and Dashboards Settings in the Quick Find box, then select Reports and Dashboards Settings. Review the Report Builder Upgrade section of the page, and then click Enable.
How do I save a report in Salesforce?
Schedule Reports. Verify the name, description, and folder, then choose where to go next: Click Save to save the report and go to the Reports home page. Click Save & Return to Report to save it and go back to the report run page.
How do I create a subfolder in Salesforce?
Creating a subfolder is just like creating a regular folder. Go into the report or dashboard folder where you want to create the subfolder, and click New Folder. Name the folder, and click Save. Et voila!
How do I add a report tab in Salesforce?
Create a ReportFrom the App Launcher, find and select the Sales app.Click the Reports tab, then click New Report.From the Choose Report Type menu, search for and select Opportunities, and then click Continue.With the report builder open, click Filters to open the Filters pane. … Click Outline to open the outline pane.More items…
How do I add a report to a dashboard in Salesforce?
From either the Reports tab or while reading a report, click. … Choose whether you want to add the report to an existing dashboard (Add to existing dashboard), or create a dashboard from the report (Add to new dashboard). … Click Add.Customize the dashboard component.Click Add.More items…
Imagine trying to comb through your Salesforce data to figure out what percentage of your opportunities had been closed this year. After a few hundred clicks, you would get pretty frustrated. Luckily, there are Salesforce reports and dashboards to make your life easier.
Benefits of Reports and Dashboards
You and your sales and marketing managers benefit from reports and dashboards in these ways:
Your Stakeholders’ Reporting Needs
In this project, you’ll get hands-on practice building reports and dashboards on the Salesforce platform from start to finish. Let’s see the reports and dashboards you’ll build for each of your stakeholders to track key business information.
Follow Along with Trail Together
Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live. You can find a link to the full session in the Resources section.
Create Report and Dashboard Folders
You’ve received a lot of requests from various stakeholders to analyze data in Salesforce. How do you keep it all organized? Start by creating the necessary folders that can be shared with various team members.
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
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”.
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:
How to enable others to use a report or dashboard?
To enable others to use a report or a dashboard, share the folder it is in. Give each user, public group, or role the degree of access to the folder that makes sense for them.
What happens if a folder does not have manager access?
If a folder does not have Manager access, it is public, and users with the “View Reports in Public Folders” permission can view it. Depending on their object access, these users can also run the report. (1) Share your folder by user, by user group, or by role.