How to Share Private Reports in Salesforce

Quick summary

Sharing private reports in Salesforce requires saving them to a shared folder before using the Share option to grant access to other users. This step-by-step process ensures your report data is visible to the right teammates without losing the original private copy.

Steps

1. Open the Reports tab from the top menu of the dashboard or access it through the App Launcher.
2. Navigate to Private Reports in the left side menu of the Reports page.
3. Choose a private report to open.
4. Once opened, click the dropdown beside Edit at the top right and select Save As.
5. Scroll down the dialog box and click Select Folder.
6. Choose a new folder to save the report in, instead of Private Reports.
7. Click Select once done.
8. Fill in the other details, then click Save.
9. Return to the Reports homepage and select the folder of your newly saved report.
10. Click the dropdown beside New Folder at the top right, then select Share.
11. Modify the user details to be shared, then click Done.