How To Share A 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 report you want to share.
- Click on Share: Look for the "Share" button, usually at the top right.
- Choose Sharing Options: Select who you want to share the report with (users, roles, or groups).
- Set Permissions: Decide if they can view or edit the report.
- Send Notification: Optionally, check the box to notify users via email.
- Click Share: Confirm your choices by clicking the "Share" button.
- Check Shared Reports: Go to the "Shared Reports" section to verify sharing.
