How To Share A Private Report In Salesforce
- Log In: Access your Salesforce account.
- Navigate to Reports: Click on the "Reports" tab in the main menu.
- Select Your Report: Find and click on the private report you want to share.
- Click on Share: Look for the "Share" button, usually at the top right corner.
- Choose Users or Groups: Select the users or groups you want to share the report with.
- Set Permissions: Decide if they can view or edit the report.
- Send Notification: Optionally, check the box to notify them via email.
- Click Share: Finally, hit the "Share" button to complete the process.
