Salesforce - How to Share a Private Report in Salesforce
- George Apostolov
Salesforce - How to Share a Private Report in Salesforce: step-by-step guide
Find the Reports tab and create a New folder.
Give a name to your folder.
Search for the private report you want to share.
Click the dropdown arrow and choose Move.
Select the folder you created earlier and move your report.
Click on Select Folder to move your report.
Back to your report folder (All Folders or Created by Me);
Click the carrot (>) next to its name, and choose Share.
Choose who can access the report. (Users, Groups)
Add the user you want to share the private report with.
Set Access Level: Decide what they can do: View: See the report data (most common). Edit: Modify the report itself (grant cautiously!). Run My User: Run the report under their credentials (for filter security).
Finally, hit Done.
Quick answer: To share a private report in Salesforce, create a new folder, move your report into it using the dropdown menu, and select the folder. Next, click the carrot next to the folder name, choose Share, add users or groups, set their access level, and click Done.
About this Salesforce tutorial
Collaborate on data securely by sharing private reports with specific users and groups in Salesforce. Set custom access levels easily. This guide covers salesforce - How to Share a Private Report in Salesforce in 12 steps, starting with "Find the Reports tab and create a New folder" and finishing with "Finally, hit Done". 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 Share a Private Report in Salesforce take?
12 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 - Share a report, Salesforce - Share Dashboards and Salesforce - how to switch to lightning salesforce. Last reviewed 05 Oct 2026.
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