Report folder structure and sharing
Key Takeaway
You share the folder, not the report. What a user can do with a report depends on their access level on its folder together with their user permissions.
In Salesforce, reports and dashboards are stored in folders. Folders organize them, and they are also the unit of sharing: to share a report or dashboard, you share the folder it is saved in. You never share a single report on its own. What a user can do with a report depends on two things together: the access level they have on its folder (View, Edit, or Manage) and their report-related user permissions. Enhanced folder sharing is the sharing model that uses these access levels, and it is the default for orgs created after 2013.
Saving a report or dashboard in a folder
When you save a report or dashboard, it goes into your private folder by default. To put it in a public or custom folder instead, select that folder in the Save dialog box.
Reports and dashboards in a private folder are always invisible to everyone except the person who created the folder. So a private folder is the place for work you are not ready to share.
Some special folders have different names in Salesforce Classic and Lightning Experience, but they are the same folders:
| Name in Salesforce Classic | Name in Lightning Experience |
|---|---|
| Unfiled Public Reports | Public Reports |
| My Personal Custom Reports | Private Reports |
| My Personal Dashboards | Private Dashboards |