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Report Folders

How to Use Report Folders in Salesforce

Report Folders

Report and dashboard folders help you keep your reports organized, they also let you specify who can view and edit the reports they contain.

Pin a Folder

You can pin any folder to the top of the list for easy access.

  1. Point to the folder you want to pin.
  2. Click the Pin button.
  3. Select Pin to top.
    Create a Folder

The folder is pinned to the top of your list.

Create a Folder

You can also create folders, if you've been given permission to do so.

  1. Click the New Folder button and select a folder type.

    Specify if your folder will include Reports or Dashboards.

    Create a Folder
  2. Enter a Report Folder Label.
  3. (Optional) You can move reports in the Unfiled Public Reports folder to your new folder.
    Create a Folder
  4. Specify who you want to access the folder.
    Create a Folder
  5. Click Save..
    Create a Folder

Delete a Folder

If a folder is no longer useful, you can delete it.

  1. Delete all the reports in the folder.
  2. Point to the folder you want to delete.
  3. Click the Pin button.
  4. Select Delete.
    Delete a Folder
  5. Click OK to confirm the deletion.
    Delete a Folder

Salesforce deletes the folder.