Quick summary
Sharing a Salesforce report with another user takes just a few clicks inside the Reports tab. Open the report's folder, use the Share option from the dropdown menu, and configure user access permissions before saving.
Steps
- Open the Reports tab from the top menu of the dashboard or access it through the App Launcher.
- Choose a report to open, then select the folder where it belongs.
- Click the dropdown button beside New Folder at the top right of the folder page.
- Select Share from the dropdown menu.
- Modify the user details to be shared, then click Done to confirm.
