How to share reports in salesforce


  • 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 the Access level from Access …
Sharing Content with Other Users
  1. Navigate to the Reports tab.
  2. Select All Folders listed on the left-hand side. …
  3. Click the carrot on the far right of the row with your Report Folder name.
  4. Select Share from the dropdown.
  5. In the new popup window, Share with Public Groups or Users, View Access.
  6. Click Share, and then Done.
Nov 5, 2019


Table of Contents

How to create sharing rules in Salesforce?

  • From Setup, enter Sharing Settings in the Quick Find box and select Sharing Settings.
  • Choose Position from the Manage sharing settings for: dropdown.
  • In the Position Sharing Rules section, click New, and then complete the rule details. …
  • Click Save, and then click OK on the confirmation message.

How to create reports and dashboards in Salesforce?

Visualize Your Data with Dashboards and Charts

  • Learning Objectives. Use the drag-and-drop dashboard builder. …
  • Create Dashboards. Great reports help you make decisions and take action. …
  • Drag-and-Drop Dashboard Builder. …
  • Create a Dashboard. …
  • Dashboard Filters. …
  • Dynamic Dashboards. …
  • Create Charts
  • Report Charts. …
  • Embedded Charts. …
  • Resources. …

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 is the best reporting tool for Salesforce?

Some of the top Salesforce reporting tools available today, including:

  • Tableau
  • Klipfolio
  • G-Connector
  • Conga Courier
  • Smartsheet
  • Zoho Reports
  • InsightSquared

How do I share individual reports 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.

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 send Salesforce reports to external users?

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.

How do I give access to reports and dashboards 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 share a report 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.

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 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.

Can you send Salesforce reports to non users?

Now, you can email reports to Salesforce and non-Salesforce users. With our Report Sender App, you can send reports to any email address including non-salesforce users. The recipient gets the report as an attached file in user-friendly Excel format.

How do you send a report automatically in Salesforce?

On the Reports tab, click a report name.Click Schedule Future Runs from the Run Report dropdown menu. … On the Schedule Report page, specify a running user who has access to the folder where the report is stored. … Select an email setting. … Set the frequency, duration, and time for running the report:More items…

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.

Who can run reports in Salesforce?

One of the great features of Salesforce is that anyone with the “Create Reports” permission can create reports. One of the downsides of this is that you could end up with a lot of reports in your folders. To combat this clutter of reports in Salesforce, you can (and should) create a “Report Report”.

What is run reports permission in Salesforce?

Permissions set for the reports and dashboards themselves determine your access to the folder contents. For example, if you have Manager access to a folder and Run Reports permission to a report in the folder, you can run the report, but not edit or delete it.

How to follow a report in Salesforce?

You can follow any report or dashboard by clicking on the Follow icon in the feed.

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.

What happens if you go back to the old folder sharing model?

If you go back to the old folder sharing model, existing report and dashboard folders go back to the state they were in before.

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.

How many conditions are evaluated in a report?

Your conditions are evaluated when the report is run, and notifications are sent if all conditions are met (up to five conditions per report).

What is Salesforce?

Before diving into the benefits of Salesforce and Salesforce to Salesforce connections, let’s take a better look at what the Salesforce platform is all about. Looking at the history of Salesforce, the company was founded by Marc Benioff shortly after Netsuite was created.

Why Share Data from Salesforce to Salesforce?

There are a variety of reasons why Salesforce customers use Salesforce as either a data source or destination.

4 Steps to Transfer Data and Share Records in the Salesforce Platform

For starters, you’ll need to configure Salesforce to accept Salesforce to Salesforce (S2S) connections. To do so, follow these steps:

3 Best Practices for Sharing Salesforce to Salesforce Data

Setting up S2S data integrations is one issue—but how do you do so in the most efficient and effective manner? In this section, we’ll discuss 3 best practices you need to know about sharing Salesforce to Salesforce data.

Salesforce to Salesforce with

You have multiple options at hand for performing Salesforce to Salesforce integrations, including both third-party data integration software tools and Salesforce internal tools. In most cases, choosing a third-party data integration tool such as is simpler and more cost-effective than doing Salesforce integrations yourself.

How Can Help

Ultimately, Salesforce to Salesforce integrations can offer many benefits to organizations. However, setting up these configurations on your own can prove quite timely. Luckily, is here to help you with all of your Salesforce to Salesforce integration needs, helping you get everything set up in an efficient and cost-effective manner.

How to make sure you have access to reports?

Another way to make sure you have access to reports is to subscribe to them. In NPSP, you can subscribe to a report when you need to have critical data sent to you via email regularly. Let’s check in with Sofia to see how she does this.

Who controls folders in Salesforce?

Your admin controls who has access to the contents of a folder based on roles, permissions, public groups, and license types (blah blah blah, admin stuff). But, hey, listen up! Your admin can make a folder available to your entire organization, or make it private so that only the owner has access. And folders can have subfolders—but only if the Salesforce admin at your organization has enabled enhanced folder sharing. Folders are a great way to organize reports, so Gorav, the admin at No More Homelessness (NMH), has that option enabled. If you don’t see this option in your org, check with your awesome admin to see if they can change the setting.

What is a private report?

Private Reports: All reports that were created by you and can only be seen by you. Public Reports: All reports saved in the Public Reports folder are available to everyone in your organization. All Reports: All reports you have access to (like those shared by other users) And these are the default folder options: …

Does Sofia get emails?

Now Sofia will get an email every Monday with refreshed report results by email. If her manager wants the same report, Sofia can walk her through how to subscribe.

Does Sofia have access to the report?

Boom! Sofia’s Executive Director now has access to the report, even if she doesn’t know it yet.

Who receives notification that the report is available?

Everyone in the organization receives notification that the report is available.

Can Salesforce admin make folders private?

Your admin can make a folder available to your entire organization, or make it private so that only the owner has access. And folders can have subfolders—but only if the Salesforce admin at your organization has enabled enhanced folder sharing. Folders are a great way to organize reports, so Gorav, the admin at No More Homelessness (NMH), …

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