How do I run a report from a different user in Salesforce?
Most reports run automatically when you click the name.
- Click the Reports tab.
- Find the report you want to run and click the report name. If you’re already viewing a report, click Run Report to run it.
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”.
How do I view someone else’s report in Salesforce?
Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don’t have access, select the Standard Report Visibility checkbox. Or, to hide these reports, deselect this checkbox. Click Save.
Can I send Salesforce report to external user?
From Setup, enter Digital Experiences in the Quick Find box, then select Settings. Select Enable report options for external users . Click Save.
How do you give a report access to a user 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 control access to reports 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.
How do I share a report in Salesforce?
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.
Can community users see reports Salesforce?
Exposing Tabs in Partner Communities – By adding the Reports and Dashboard Tabs to your Partner Community, the community members will be able to access all public reports and dashboards.
Can community users create reports?
Moreover, community users can now create and manage reports on the community by themselves (as long as you have given them permission of course!). The Report Builder page is available to community users with a Partner Community or Customer Community Plus license and following permissions: Create and Customize Reports.
Can I share a report in Salesforce?
You can share a report or dashboard folder with up to 25 users, groups, roles, or territories from the UI. For example, if you select User as the category, specify the name of a user. Select the folder access level for the user, role, group, or territory. Click Share.
When you specify a single running user of a dashboard that user?
When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user’s security settings.
How do I give a report folder access to users 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.