Sharing and securing public reports and dashboards

In an earlier part of this chapter, we emphasized that report and dashboard security and accessibility is defined by their report folder. Hence, it is best practice to store all reports and dashboards for a team in the same folder. If you are the one who manages the folder, you need to create report folder permissions, or get your admin to create the report folder for you, and assign Manager-level access to the report folder. This also applies for dashboard as well.

In the previous chapter, we discussed how to manage folder sharing. You need to have Manager-level access to that folder to manage the folder. In short, the folder Manager has the additional following permissions:

• Managing report or dashboard accessibility through sharing
• Changing the report or dashboard folder name
• Deleting a report or dashboard folder

Let's have a sample for sharing a report folder, which is accessible to the whole sales team in APAC. Let's name it APAC Shared Reports; the manager can share the folder to Roles and Subordinates of APAC Sales Director. Consider the following screenshot:

As of the Summer '17 release, you need to switch back to Classic to manage report folder sharing; this is not available yet in Lightning.