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Set Up and Maintain Your Salesforce Organization
Reporting With Divisions

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Reporting With Divisions

If your organization uses divisions to segment data, you can customize your reports to show records within specific divisions.

Required Editions

User Permissions Needed
To create, edit, and delete reports:
Legacy Folder Sharing
Create and Customize Reports

AND

Report Builder

Enhanced Folder Sharing
Create and Customize Reports

AND

Report Builder

Use the Division drop-down list on the report to select one of the following.

  • A specific division
  • Your current working division.
  • All records across all divisions.
Note
Note Reports that use standard filters (such as My Cases or My Team’s Accounts) show records in all divisions. These reports can’t be further limited to a specific division.

See Also

 
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