How to Make a Report Public in Salesforce

Quick summary

Making a Salesforce report public requires creating a shared folder and moving the report into it via the Reports tab. This process gives all users in a Public Group visibility into the report without changing individual permissions.

Steps

1. Go to the Reports tab in Salesforce.
2. Create a New Folder to hold your public report.
3. Name the folder so it is easy to identify.
4. Click the down arrow next to the New Folder button and select Share from the dropdown.
5. In the Share With dropdown, select Public Groups to make the folder publicly accessible.
6. Navigate back to the Reports page and choose the report you want to make public.
7. Click the down arrow next to the report to reveal a dropdown and select Move.
8. Select the public folder you created to move the report and make it public.