How do I create a folder for reports in Salesforce?

How do I create a folder for reports 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.

How do I create a report folder 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.

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!

Can I create a folder in Salesforce?

To create new folders: In the All Site Content view on the Overview tab, click New Folder. Type in the folder name. Click Create.

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 create a report folder in a change set?

You should be able to deploy report folder either using:

1. Changesets.
2. Force.com Migration Tool or eclipse.
3. Workbench: From menu, Migrate -> Deploy.

How do I create a report in Salesforce?

To create a new report:

1. From the Reports tab, click New Report.
2. Select the report type for the report, and click Create.
3. Customize your report, then save or run it.

How do I create a new dashboard folder in Salesforce?

Create a new dashboard folder called Global Sales Dashboards:

1. Click the Dashboards tab.
2. Click New Folder and enter the details.
3. For Folder Label, enter Global Sales Dashboards .
4. Click in the Folder Unique Name text box to auto-populate the unique name.
5. Click Save.

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 create a folder within a folder in Salesforce?

1. On the Reports or Dashboards tab, open the folder you’re working with.
2. Click New Folder.
3. Name the subfolder. The name must be unique. You can’t have more than one report or dashboard folder with the same name as another report or dashboard folder.
4. 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.

How do I manage a report folder in Salesforce?

Create Report and Dashboard Folders 1 If you’re not currently in the Sales app, click the App Launcher and select Sales. 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.

How do I share reports between teams in Salesforce?

Click the Reports tab, and click Created by Me under Folders. Repeat steps 2-6 to share the Global Sales Reports folder. Note that the subfolders Admin Lightning Experience Reports, Marketing Reports, and Adoption Reports will automatically be shared with the same teams as their parent folder.

How do I create a global sales report?

Start by creating the necessary folders that can be shared with various team members. Create a new report folder called Global Sales Reports. If you’re not currently in the Sales app, click the App Launcher and select Sales. Click the Reports tab.

How many types of folders are there in Salesforce?

Four folder types currently exist in Salesforce: Folder type names end with the “Folder” suffix. For example, the type name of an email folder is “EmailFolder”. Folders are stored in the corresponding component directory of the package. These directories are named documents, email , reports, and dashboards.