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Report and dashboard folder sharing

Key Takeaway

You share the folder, not the report or dashboard, and what a user can do depends on both their folder access level and their user permissions.

Reports and dashboards are organized in folders. Sharing a folder gives people a View, Edit, or Manage access level on it, and that level works together with the report and dashboard user permissions they hold.

Folder access and user permissions work together

Opening a report or dashboard takes two things: access to its folder and the needed user permission. For example, running a report needs access to its folder and the "Run Reports" user permission.

Folder access alone does not decide what you can do with a folder's contents, because user permissions also count.

For example, imagine a user with Manage access to a folder who holds only the Run Reports permission. That user can run a report in the folder, but cannot edit or delete it.

Platform App Builder Study Guide

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Identify the features and capabilities available when creating reports, report types, and dashboards

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Standard versus custom report types

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Custom report type field layout

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Report filters and filter logic

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Cross filters on related objects

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Bucket columns in the report builder

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Row-level formula columns

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Dashboard component types

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Tabular reports as dashboard sources

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Report and dashboard folder sharing

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Report and dashboard subscriptions

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Historical trending reports

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