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Access to Report Folders
Folder access is controlled by permissions. Users must have certain permissions to access public, hidden, or shared report folders.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
Available in: all editions except Database.com Report folders not available in: Contact Manager, Essentials, Group, and Personal Editions |
The following tables show the permissions that users must have to access the three different types of report folders: public, hidden, and shared.
Note The “View Reports in Public Folders”
permission is available only in organizations with enhanced sharing for reports and dashboards.
Organizations without enhanced sharing for reports and dashboards use “View All Data.”
- Public Folders
- The following permissions apply to folders with these
visibility settings:
- This folder is accessible by all users, including portal users
- This folder is accessible by all users, except for portal users
Access Level Permissions to Access Read-Only Folders Permissions to Access Read/Write Folders Read Any of the following:
- “View Reports in Public Folders”
- “Run Reports”
- “Manage Public Reports”
- “View All Data”
Any of the following:
- “Run Reports”
- “Manage Public Reports”
- “View All Data”
Write New “Manage Public Reports” “Create and Customize Reports” Modify/Delete “Manage Public Reports” “Manage Public Reports” - Hidden Folders
- The following permissions apply to folders that have this
visibility setting:
- This folder is hidden from all users
Access Level Permissions to Access Read-Only Folders Permissions to Access Read/Write Folders Read Any of the following:
- “View Reports in Public Folders”
- “View All Data”
“View All Data” Write New “Manage Public Reports” “Manage Public Reports” Modify/Delete “Manage Public Reports” “Manage Public Reports”
Note The Hidden Folders setting is available only in organizations without enhanced sharing for reports and dashboards. The equivalent for organizations with enhanced sharing for reports and dashboards is a folder with no sharing settings set, that is, a folder that’s not explicitly shared with anyone. - Shared Folders
Access Level Permissions to Access Read-Only Folders Permissions to Access Read/Write Folders Read Any of the following:
- “View Reports in Public Folders”
- “Run Reports” (for shared users)
- “Manage Public Reports”
- “View All Data”
Any of the following:
- “Run Reports” (for shared users)
- “Manage Public Reports” (for shared users)
- “View All Data”
Write New “Manage Public Reports” “Create and Customize Reports” (for shared users) Modify/Delete “Manage Public Reports” “Manage Public Reports”
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