How do I share a Salesforce report with another user?

How do I give someone access to my salesforce report?

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 Salesforce Lightning report with another user?

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.

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.

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How do I move a salesforce report to another folder?

Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.

  1. On the Reports tab list view, click and hold an item.
  2. Drag the item to its destination folder in the Folders pane.

How do I enable sharing folders in Salesforce?

In order to enable Enhanced Folder Sharing before the Spring ’22 release, follow these steps:

  1. From Setup in Salesforce Classic, enter ‘Folder Sharing’ in the Quick Find box.
  2. Select Folder Sharing.
  3. Select Enable access levels for sharing report and dashboard folders.
  4. Click Save.

How do I assign a dashboard to a user in Salesforce lightning?

Add Dashboards to the Lightning Experience Home Page

  1. From Setup, enter “App Builder” in the Quick Find box, then select Lightning App Builder.
  2. Click New.
  3. Choose where to embed the dashboard. …
  4. Click Next.
  5. Give your app page or home tab layout a label, then click Next.
  6. Choose a page template, then click Finish.

Who can modify access to report folders?

Each level of access to a report or dashboard folder consists of a combination of user permissions. As an administrator, you can further fine-tune users’ access to dashboards and reports by assigning or removing one or more permissions.

Can Admin see private reports in Salesforce?

No, you can’t. a User’s Personal Provate Folder can’t be seen by anyone (including Super-Duper Admin Power Users).

Can you make a private report public in Salesforce?

For each report you want to share, you’ll need to open it and choose the “Save as” option, then select the public folder as the destination. A new copy of the report will then be available to anyone with access to that folder.

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What are the key differences between public and private reports in Salesforce?

What is the difference between Public Report and Private Report?

  • Public Report: The report will be available to all users who have the report enabled in their permissions. …
  • Private Report: Report will only be available to the user who created it. …
  • Note: