How do I create a report folder in Salesforce?

How do I create a report folder in Salesforce?

Create a Folder for Article Reports

1. In the Report Folder section of the Reports tab, click Create New Folder.
2. Enter Article Reports in the Folder Label field.
3. Optionally, modify the Group Unique Name .
4. Choose a Public Folder Access option.
5. Choose a folder visibility option.
6. Click Save.

Can you create subfolders in Salesforce reports?

Creating a subfolder is just like creating a regular folder. Go into the report or dashboard folder where you want to create the subfolder, and click New Folder. Name the folder, and click Save. Et voila!

How do I create a folder for reports in Salesforce lightning?

You can create report and dashboard folders in Lightning Experience….

1. On the Reports or Dashboards tab, click New Folder.
2. Name the folder. The folder name must be unique across all report and dashboard folders.
3. Click Save.

How do I create a report folder?

Create Report and Dashboard Folders

1. If you’re not currently in the Sales app, click the App Launcher.
2. Click the Reports tab.
3. Click New Folder and enter the details.
4. For Folder Label, enter Global Sales Reports .
5. Click in the Folder Unique Name text box to auto-populate the unique name.
6. Click Save.

What is report folder in Salesforce?

Use report and dashboard folders to organize your reports and dashboards. To share reports and dashboards, you share the folder, not the report or dashboard itself.

How do I manage folders in Salesforce?

Managing Folders

1. To access report and dashboard folders, click the Reports or Dashboards tab.
2. To access document folders in Salesforce Classic, click the Documents tab.
3. To access library folders in Lightning Experience, click the Files tab, and then click Libraries.

How do I move a report folder in Salesforce?

Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.

1. On the Reports tab list view, click and hold an item.
2. Drag the item to its destination folder in the Folders pane.

How do I change the report folder in Salesforce?

Where is Reports tab in Salesforce?

From the App Launcher, find and select the Sales app. Click the Reports tab, then click New Report. From the Choose Report Type menu, search for and select Opportunities, and then click Continue. With the report builder open, click Filters to open the Filters pane.

How do I create a dashboard folder?

How do I give a report folder access to users in Salesforce?

Sharing Content with Other Users

1. Navigate to the Reports tab.
2. Select All Folders listed on the left-hand side.
3. Click the carrot on the far right of the row with your Report Folder name.
4. Select Share from the dropdown.
5. In the new popup window, Share with Public Groups or Users, View Access.
6. Click Share, and then Done.

How to create Salesforce reports?

Go to the Reports tab and click on New Report .

Select the ‘Accounts’ report type and click Create.

In the filters pane,click Add and select Field Filter.

Choose a field from the first drop-down list.

Set the filter operator to Equals.

Click the lookup icon next to the third field,select the value Customer – Direct,and click OK.

How do I create a custom report in Salesforce?

Select the primary object,in this case,“ Accounts ”. Fill all the necessary information,as we did in Example 1.

Report Records Set Now define object relationship for this custom report type.

Report Layout

How to create a Salesforce custom report type?

Tabular Report. To get started,head over to the Reports tab. If you don’t see it,click on the App Launcher (9 dots).

Summary Report. Let’s make this a bit more exciting!

Matrix Report. Let’s take this one step further…and add another grouping,this time a “Group Column”,to display the “Type” of Account.

How to create folders for files in Salesforce Lightning?

– Create and view a hierarchy of your files associated with a record, by creating one-off folder structures or reusable templates. – Tag files and easily search for those files by name or tag. – Manage the hierarchy, creating, renaming, moving and deleting folders, as well as uploading new files directly into a folder.