How to Share a Private Report in Salesforce

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Here's a mini-tutorial on sharing a private report in Salesforce:

1. Find the Reports tab in Salesforce and create a New folder.
2. Search for the private report you want to share.
3. Click the dropdown arrow and choose Move.
4. Select the folder you created earlier and move your report.
5. Back to your report folder; click the carrot (>) next to its name, and choose Share.
6. Choose who can access the report (users, groups, or roles).
7. Add the user you want to share the private report with.
8. Set Access Level: Decide what they can do:
   • View: See the report data (most common).
   • Edit: Modify the report itself (grant cautiously!).
   • Run My User: Run the report under their credentials (for filter security).
9. Save and Share: Click "Share" to finalize.

Note:

• Grant access to specific users and keep it hidden from others.
• A View access would suffice for most users. It also helps to keep the report data secure.