What is report folder in Salesforce?

What is report folder in Salesforce?

Use report and dashboard folders to organize your reports and dashboards. To share reports and dashboards, you share the folder, not the report or dashboard itself.

How do I create a folder in Salesforce reports?

Create a Folder for Article Reports

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 reports folder in Salesforce?

1. On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
2. Select Internal Users.
3. Find the user you want, click Share, and choose an access level.
4. Click Done, review your changes, and click Close.

How do I create a report folder?

Create Report and Dashboard Folders

1. If you’re not currently in the Sales app, click the App Launcher.
2. Click the Reports tab.
3. Click New Folder and enter the details.
4. For Folder Label, enter Global Sales Reports .
5. Click in the Folder Unique Name text box to auto-populate the unique name.
6. Click Save.

How do I create a folder in Salesforce?

Creating a New Salesforce Folder

1. Open the Salesforce Site.com Studio.
2. Click on the Overview tab.
3. Hit the All Site Content view under the Type Site list.
4. Click on Create New Folder.
5. Enter the new folder’s name.
6. Hit Create.

Can you move folders in Salesforce?

Moving items using drag-and-drop isn’t supported in accessibility mode. Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane. On the Reports tab list view, click and hold an item. Drag the item to its destination folder in the Folders pane.

How do I create a report folder in Salesforce lightning?

You can create report and dashboard folders in Lightning Experience….

1. On the Reports or Dashboards tab, click New Folder.
2. Name the folder. The folder name must be unique. You cannot have more than one report or dashboard folder with the same name as another report or dashboard folder.
3. Click Save.

How do I create a folder in Salesforce lightning reports?

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.

What are the three access levels you can grant to report and dashboard folders Salesforce?

Three access levels for each folder: view, edit, and manage.

How do I create a new folder in Salesforce?

Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.

1. Enter a Folder Label .
2. Choose a Public Folder Access option.
3. Select an email template and click Add to store it in the new folder.
4. Choose a folder visibility option:
5. Click Save.

How do I access Salesforce?

Enter a username and password in the Username and Password boxes.

Enter a security token in the Security Token box.

Optionally,enter one or more connection parameters in the Additional Connection String Parameters box. For more information,see Connection Parameters.

How to create reports and dashboards in Salesforce?

The first step is to create custom reports that will contain the data which is to be displayed on the dashboard.

Click on the “Dashboards” tab and then select “Go to Dashboards List”.

Click on “New Dashboard” to create a new dashboard.

Customize your dashboard using the wizard’s interface.

What is a Salesforce report?

Salesforce Reports are used to generated data and display the data in the form of Rows and Columns with rule criteria. Every reports in Salesforce is stored in Folders.

How to share Salesforce reports?

Go to Reports tab.

Select All Folders.

Select Share from the action menu.

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 menu.