- Click Sharing on the record you want to share.
- Click Add.
- From the drop-down list, select the type of group, user, role, or territory to add.
- Choose the specific groups, users, roles, or territories requiring access by adding the names to the New Sharing list.
- Navigate 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.
Table of Contents
How to give reports access to another user in Salesforce?
- Enter a Folder Label .
- If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages.
- Choose a Public Folder Access option.
- Select an unfiled report, dashboard, or template and click Add to store it in the new folder.
How to create a report in Salesforce?
How to Create a Salesforce Report Tabular 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”. Select the objects/s you wish to report on. You can use the search bar to quickly search for a report type. I’m going to create an Accounts report.
What are the benefits of creating reports in Salesforce?
- Faster implementation schedule
- Lower maintenance cost, since you don’t have to buy or support in-house servers, data centers, and high-speed internet connections, or hire any IT staff for this work
- It is scalable and robust
- Security and high performance
- Easily expandable functionality using prebuilt solutions from the AppExchange
How do I create a custom report in Salesforce?
Step 1: Defining the Custom Report
- Select the primary object, in this case, “ Accounts ”. Fill all the necessary information, as we did in Example 1. …
- Report Records Set Now define object relationship for this custom report type. …
- Report Layout
How do I share a report to a specific user 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 we share individual report in Salesforce?
Regards. Yes you are correct the sharing is not available at individual reports level.
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 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 share a report with a user?
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.
How do I share a report link in Salesforce lightning?
Go to the Report tab -> Find the report folder you want share, Click the little Aero icon -> Select Share. Follow the screenshot below. Click Share -> For Select the folder access level for the user, role, group, or territory, Here I choose View -> Click Done.
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.
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.
Who can see reports in Salesforce?
Required Editions When you create a folder, it is accessible only to you and to users with administrative permissions, until you share it. Viewer access allows you to view the reports or dashboards in a folder, but doesn’t determine access to folder contents.
Can I send Salesforce report to external user?
If you want your external users to create or edit reports in a privately shared folder, grant them Viewer access on the folder. next to the folder you want to share, then select Share. Note Partner and customer users can’t create, edit, or view reports in the Unfiled Public Reports folder.
Can Salesforce reports be sent to non users?
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.
How do I send a report via email in Salesforce?
Required Editions and User PermissionsFrom 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…
Workarounds
If you review the above settings and you’re still not able to add the User to the Scheduled Report list, here’s what you can do:
Scheduling to recipient by creating a Public Group
1. Create a Public Group ( Setup | Manage Users | Public Groups) with the individual users added.
Temporarily convert the Dashboard Folder to “accessible by all users”
Users can then be selected for the scheduling. After the scheduling is saved with the specific users, convert the folder back to “This folder is accessible only by the following users.”
