Quick summary
In Salesforce, you can grant report access to a user by navigating to the Reports tab, selecting the target report folder, and using the Share option to modify folder accessibility for specific users. This process takes just a few clicks and ensures the right team members can view or edit the reports they need.
Steps
- Open the Reports tab in the top menu of the dashboard or access it through the App Launcher.
- Select a report and click the folder where it belongs.
- Click the dropdown beside 'New Folder'.
- Select 'Share' from the dropdown menu.
- Modify the folder accessibility for other users, then click 'Done' to save your changes.
