How to Make a Report Public in Salesforce
Salesforce doesn't allow making reports directly public for everyone outside your organization. However, you can share reports with specific users or groups within your Salesforce org using shared folders. Here's how to make a report accessible to others:
- Go to the Reports tab in Salesforce.
- Locate the report you want to share and move it to an existing folder. Or Create a new folder.
- Click the down arrow next to the folder and select Share.
- To make the folder public, select Public Groups in the Share with dropdown.
- Grant Access: A window will appear. Choose who you want to grant access to the report.
- Specific Users: Enter individual names in the search bar.
- Groups: Select existing groups from the list (e.g., "All Sales Reps").
- Set Access Level: Choose the access level for the users/groups.
- View: Users can see the report data but not modify it.
- Run: Users can view and run the report with their own filters (if applicable).
- Edit: Users can modify the report itself (not recommended for public sharing).
- Save Changes: Click Share to finalize sharing permissions.
By following these steps, you can share your reports with relevant users within your organization, making the report data accessible to them.
Also learn how to create a report in Salesforce.