Deliver Your Report

To get the information in your report to the people who need it, you can share the report’s URL, make the report available for Chatter feeds, or export the data to another tool, such as Excel. You can also set the report to run on a schedule so that viewers always have the latest information.

Administrators, or users with the “Manage Public Reports” and “Create and Customize Reports” permissions, can create custom reports that all users can view. They can also organize reports by creating custom report folders and configuring which groups of users have access to them.

To make a report public, run the report and click Save As. Give the report a name and choose a public report folder.