Toggle Side Panel
Close search

Activity › Forums › Salesforce® Discussions › User Management - Hiding Report Folders

Tagged: , , ,

  • Salesforce® Discussions

    User Management - Hiding Report Folders

    Posted by Danna on April 21, 2016 at 7:11 AM

    I have a report folder which I have shared with some required individual and there are certain users who I do not want to see that folder. But it so happens when I log in as the not needed individual I can still see that folder (they are not system administrator). Can anyone help me out with this issue?

    Pooja replied 6 years, 6 months ago 5 Members · 4 Replies
  • 4 Replies

  • Ajit

    Member
    April 21, 2016 at 8:19 AM

    Hope these link would help you :

    https://help.salesforce.com/apex/HTViewHelpDoc?id=access_report_folders.htm

    https://help.salesforce.com/apex/HTViewHelpDoc?id=analytics_share_folder.htm&language=en_US

    https://help.salesforce.com/HTViewHelpDoc?id=customize_folders.htm&language=en_US

  • [adinserter block='9']

  • Parul

    Member
    September 20, 2018 at 12:16 AM

    Hi,

    When you create a folder, you’re its manager. Only you and others with administrative permissions can see it.

    If a folder does not have Manager access, it’s public, and users with the View Reports in Public Folders permission can view it. Depending on their object access, these users can also run the report.

    You can share a report or dashboard folder with up to 25 users, groups, or roles at one time. You can share a folder with up to 100 users, groups, or roles using the folder sharing REST API.

     

  • shariq

    Member
    September 20, 2018 at 7:57 PM

    Hi,

    To hide report folders that are not in use in your organisation, you have to disable access levels for sharing report and dashboard folders.first.

    NOTE: You need administrator access in order to hide unused report types.

    Hope this helps.

  • Pooja

    Member
    February 25, 2020 at 1:16 PM

    If a folder does not have Manager access, it’s public, and users with the View Reports in Public Folders permission can view it. Depending on their object access, these users can also run the report. To hide report folders that are not in use in your organisation, you have to disable access levels for sharing report and dashboard folders.first.

Log In to reply.

Popular Salesforce Blogs