Quick summary
Creating a report folder in Salesforce lets you organize and share CRM reports with the right teams in just a few clicks. This guide walks you through navigating to the Reports tab, creating a new folder, and saving it directly from the dashboard.
Steps
- Open the Reports tab at the top of the dashboard, or search for it using the App Launcher.
- Click the New Folder button at the top right of the Reports page.
- Fill in the folder details in the dialog, then click Save to create the folder.
