How do I grant access to a report folder in Salesforce?

1. On the Reports tab, hover over a report folder in the left pane, click.
2. Select Roles or Roles and Subordinates.
3. Find the role you want, click Share, and choose a level of access.

1. Click the Reports tab.
2. 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.

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.

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.

Lock Filter in Reports

1. Open your desired report in Lightning Experience.
2. Click Edit.
3. From the options on the left, click Filters.
4. Click to Edit the Filter Logic.
5. Click on the locked checkbox.
6. Click Apply.

To create new Salesforce Report follow below steps.

1. Click on report tab and then click in new report button.
2. Select the report type ( which type of report you are creating ) and click on Create button.

1. Click the Dashboards tab.
2. Click New Dashboard.
3. Name your dashboard All Opportunities . Leave all other fields as is and click Create.
4. Click + Component.
5. For Report, select Opportunities by Stage. Click Select. Note: Don't see that report?
6. For Display As, select Vertical Bar Chart and click Add.
7. Click Save.
8. Click Done.

1. Edit a dashboard.
2. Click the button next to the View dashboard as field.
3. Choose a running user setting.
4. Run as specified user.
5. Run as logged-in user.
6. Optionally, select Let authorized users changerunning user to enable those with permission to change the running user on the dashboard view page.

1. Click. , then click Setup.
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.

1. Click on Reports Tab.
2. Select the Report that you wanted to export.
3. Click on the "Export Details" button.
4. Click the drop-down "Export File Format".
5. Select "Comma Delimited . csv".
6. Done.

1. Select To me to send the report to the email address specified on your Salesforce user record.
2. Select To me and/or others to email the report to additional users. You can send reports only to email addresses included on Salesforce user records.

1. Create a custom object called [Object] Folder, eg Opportunity Folder.
2. Add a lookup field to the Object.
3. Add a lookup field back to the Folder object called “Parent Folder”; make sure the related list is called Sub-Folders instead of Opportunity Folders.