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.
- Navigate to the Dashboards tab.
- Select All Folders listed on the left-hand side. …
- Click the carrot on the far right of the row with your Dashboard 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 new report in Salesforce Lightning?
Note: If you have access to both the Lightning report builder and the Classic report builder, you will see an option to create a new report either way. Choose a report type, then click Continue. Note: The report type you choose will determine which objects and records are returned and the fields available to use in your report.
How do I create report and dashboard folders in lightning experience?
You can create report and dashboard folders in Lightning Experience. On the Reports or Dashboards tab, click New Folder.
What is Salesforce lightning and how does it work?
As such, Lightning is the evolution of Salesforce, allowing it to be utilized in the day to day of the modern user. The Lightning Experience is a complete overhaul of the user interface within Salesforce and it starts with cleaner esthetics.
How do I Make my Salesforce dashboard public?
How do I make my Salesforce dashboard public? 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. Click to see full answer. Then, how do I share a Salesforce dashboard?
How do I change a salesforce report from private to public?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Public Groups.Find the group you want, and click Share.Choose the sharing level you want to give this group. … Click Done, review your changes, and click Close.
How do I save a salesforce report as public?
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. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved.
Can private reports be shared salesforce?
Required Editions and User Permissions 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. next to the New Folder button, and select Share.
How do I share individual reports in Salesforce?
0:342:20How to Share Reports in Salesforce Lightning – YouTubeYouTubeStart of suggested clipEnd of suggested clipShare individual reports right just by going to a report all the way to the right you’d have thatMoreShare individual reports right just by going to a report all the way to the right you’d have that share option.
How do I give permission to view reports in Salesforce?
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 give permission to 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.
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.
How do I share a report folder in Salesforce lightning?
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?
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 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.
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 assign a dashboard to a user in Salesforce lightning?
Add Dashboards to the Lightning Experience Home PageFrom Setup, enter “App Builder” in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. … Click Next.Give your app page or home tab layout a label, then click Next.Choose a page template, then click Finish.More items…
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 is Lightning Experience?
The Lightning Experience is a complete overhaul of the user interface within Salesforce …
What is Salesforce database?
At its core, Salesforce is a database of user and customer information. Get the most out of this valuable information with Lightning reports.
How to ungroup a group in a report?
To ungroup records in your report, you can from the Groups list, find the group you’d like to ungroup and then click X, or drag-and-drop the group onto the preview pane . To ungroup all groups in your report, from the Groups list, click Remove Group. Unless you drag-and-drop the group onto the preview pane, removing a group also removes …
How to filter a report in QuickBooks?
To filter records from your report, click the FILTERS tab. Depending on which report type you chose, your report has between two and four standard filters which are applied by default. To add a field filter, choose a field from the Add filter… look-up. Then edit a filter by clicking the filter.