Quick Answer: How Do I Share A Report And Dashboard In Salesforce?

What is difference between report and dashboard in Salesforce?

A dashboard is a visual display of key metrics and trends for records in your org.

The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report.

Like reports, dashboards are stored in folders, which control who has access..

How can I share a specific dashboard with another user?

tipCreate a new dashboard or select an existing dashboard.Configure the dashboard to include the widgets you want to share with your team.Click the Share button.In the Share Dashboard dialog, select one or more groups or users from the drop-down list.More items…•

How do I share my personal dashboard in Salesforce?

To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API.On the Reports or Dashboards page, find the report or dashboard you want to share and select the Share row level action. ( … From the Share With dropdown, select who you want to share with.More items…

How do you make a report folder private in Salesforce?

Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . … Choose a Public Folder Access option. … Select an email template and click Add to store it in the new folder. … Choose a folder visibility option: … Click Save.

What are reports and dashboards?

A dashboard is a visual display of key metrics and trends for records in your org. … Like reports, dashboards are stored in folders, which control who has access. If you have access to a folder, you can view its dashboards. However, to view the dashboard components, you need access to the underlying reports as well.

Who can run reports in Salesforce?

To allow a user to open or view a dashboard in Salesforce, the user needs to have the permission to run reports, and the dashboard viewing user must have access to the reports used as the data source for the dashboard components.

Can you export a dashboard in Salesforce?

Although it isn’t possible to export a single chart or entire dashboard using the “Export” or “Printable View” buttons, there are a number of workarounds outlined below. Save the static image of the component which you can use to view or print from your computer.

How do I give access to the dashboard folder in Salesforce?

Required Editions and User Permissions Note To give access to a folder, you must have either Manager access to that folder, the Manage Reports in Public Folders permission (for report folders), or the Manage Dashboards in Public Folders permission (for dashboard folders). When you create a folder, you’re its manager.

How do I share a report in Salesforce?

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. To search, start typing a name.Choose the sharing level you want to give this group. … Click Done, review your changes, and click Close.

What are different types of reports in Salesforce?

There are four types of reports you can create in Salesforce, Tabular, Summary,Matrix and Joined Reports. Each are best suited for showing different types of data depending on what you want out of a report.

How do I give access to a report in Salesforce?

From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings. 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.

What is report and dashboard in Salesforce?

Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirement into Visual representations like Graphs, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.

Is Salesforce a reporting tool?

Salesforce report is a management tool that offers a visual representation of essential sales-based data through a centralized cloud-based reporting platform with the goal to enhance critical elements of a business, including marketing, sales, commerce, and service.

How do I schedule a report and dashboard in Salesforce?

For email applications that don’t support HTML, the email includes text and a link to the dashboard.On the Dashboards tab, select a dashboard using the View Dashboard field.Click Refresh and choose Schedule Refresh. … Select notification settings. … Schedule the refresh. … Click Save.