LiveDemo - Open-source alternative to Storylane, Navattic, and Arcade | Product Hunt

Salesforce - How to make a report public in



Salesforce - How to make a report public in: step-by-step guide

  1. Go to the Reports tab in Salesforce.

  2. Create a New Folder.

  3. And give it a name.

  4. Click on the down arrow next to New folder button and select Share from the drop down.

  5. To make the folder public, select Public Groups in the Share With dropdown.

  6. Navigate back to the Reports page and choose the report you want to make public.

  7. Click on the down arrow to reveal a dropdown and select Move.

  8. Select the public folder you made earlier to make your report public.

Quick answer: To make a report public in Salesforce, navigate to the Reports tab, create a new folder, and share it with Public Groups. Then, go to your report, click Move from its dropdown menu, and place the report into that newly created public folder.

About this Salesforce tutorial

Share reports with everyone in Salesforce by moving them into a designated public folder using group sharing settings. This guide covers salesforce - How to make a report public in in 8 steps, starting with "Go to the Reports tab in Salesforce" and finishing with "Select the public folder you made earlier to make your report public". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does salesforce - How to make a report public in take?

8 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under Salesforce. Related guides: Salesforce - How to Mass Delete Records in Salesforce, Salesforce - Merge Accounts and Salesforce - Merge Cases. Last reviewed 05 Oct 2026.

LiveDemo - Open-source alternative to Storylane, Navattic, and Arcade | Product Hunt
🚀

Create your first interactive demo in minutes

No credit card required • Start building today

Start free→

This website uses cookies to enhance the user experience.

AcceptDecline