Salesforce Lightning Reporting and Dashboards
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Report and dashboard folders sharing

The same with creating the report and dashboard folder, as of the Summer '17 release, sharing the public reports and dashboards folder can be done in Classic only.

Click on the Reports tab, hover your mouse over the folder you want to share, and click on the pin icon next to the folder name--you will see the Share option. If you just see Pin to top and Share, but not Edit and Delete, that means you are not the Manager for that folder. We'll walk through the folder access level in this chapter. Following is the screenshot to share report folder from Classic:

A user can share a folder with Users, Roles, Roles and Subordinates, or Public Groups, and with the level of access of Viewer, Editor, and Manager. Check the following screenshot for sharing reports with other users:

To share a report folder, a user must have the following:

  • Manager access level on that report folder
  • The Manage Reports in Public Folders permission
When you create a folder, you will be automatically set as Manager for the folder.

There are three levels of access for report and dashboard folders, which are explained in the following table:

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