Contents
Sharing Content with Other Users
- 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.
How do I create a public report folder in Salesforce?
Required Editions and User Permissions
- 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 give access to a report folder in Salesforce?
Grant Users Access to Reports and Dashboards
- Click.
- 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.
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.
- 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 create a folder on my dashboard?
Create a new dashboard folder called Global Sales Dashboards:
- Click the Dashboards tab.
- Click New Folder and enter the details.
- For Folder Label, enter Global Sales Dashboards .
- Click in the Folder Unique Name text box to auto-populate the unique name.
- 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.