How do I share a report folder with all users?

How do I share a report folder with all users?

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.

How do I create a public report folder in Salesforce?

Required Editions and User Permissions

  1. In the Report Folder section of the Reports tab, click Create New Folder.
  2. Enter Article Reports in the Folder Label field.
  3. Optionally, modify the Group Unique Name .
  4. Choose a Public Folder Access option.
  5. Choose a folder visibility option.
  6. Click Save.

How do I give access to a report folder in Salesforce?

Grant Users Access to Reports and Dashboards

  1. Click.
  2. In the Quick Find box, enter Profiles , then select Profiles.
  3. Click the Program Management Standard User profile.
  4. In the System section, click System Permissions.
  5. Click Edit.
  6. Select View Dashboards in Public Folders and View Reports in Public Folders.
  7. Click Save.

How do I share a report folder 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. Follow the screenshots below.

How do I share a report in Salesforce Classic?

  1. On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
  2. Select Public Groups.
  3. Find the group you want, and click Share.
  4. Choose the sharing level you want to give this group.
  5. Click Done, review your changes, and click Close.

How do I create a folder on my dashboard?

Create a new dashboard folder called Global Sales Dashboards:

  1. Click the Dashboards tab.
  2. Click New Folder and enter the details.
  3. For Folder Label, enter Global Sales Dashboards .
  4. Click in the Folder Unique Name text box to auto-populate the unique name.
  5. Click Save.

Who can see reports Salesforce?

Each user, group, or role can have its own level of access to a report and dashboard folder. Viewers can see the data. Editors can determine what data is shown. Managers can control access.