Share a Lightning Report or Dashboard Folder

Use enhanced folder sharing to share a report or dashboard folder with users, groups, roles, or territories. Enhanced folder sharing is the default option for all orgs created after 2013.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

Available in: Enhanced Folder Sharing

User Permissions Needed
To share report folders:	Manage Reports in Public Folders
To share dashboard folders:	Manage Dashboards in Public Folders

You can share a report or dashboard folder with up to 25 users, groups, roles, or territories from the UI. To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API.

Open the folders list on the Analytics, Reports, or Dashboards tab.
- On the Analytics tab, click Browse and then click Folders.
- On the Reports or Dashboard tab, select a folder view from the left panel.
Find the folder in the list, click , and select Share.
From the Share With dropdown, select who you want to share with.
For Name, enter the name you want to match. The name must match the category (such as user, group, or role). For example, if you select User as the category, specify the name of a user.
Select the folder access level for the user, role, group, or territory.

Note The Analytics tab doesn’t support sharing with partner roles. To share with a partner role, access the Share Folder window from the Reports or Dashboards tab.
Click Share. The sharing setting is applied to the Who Can Access list. Continue to add entries as needed. You can share with users, groups, roles, territories, or a combination. If a user is identified in more than one entity, the greatest permission is granted. For example, a group is added with view only, but a user in the group is also added with edit or manage permissions. In this case, the edit or manage permissions apply to that user. To delete a Who Can Access entry, click X to the right of the entry. To modify the access level for an entry, select a new access level.
When you’re done, click X in the upper corner of the dialog box to close it and return to the page you were on.