Can reports be moved from Private Reports to Public Reports in Salesforce?

You cannot directly move reports between Private Reports and Public Reports folders because these are virtual containers, not actual storage locations. A report appears in Public Reports only when it gains organization-wide visibility through folder sharing or permissions.

This process is often cumbersome and creates ongoing maintenance overhead. Here’s a more practical solution for making Salesforce reports widely available to your team.

Make reports instantly shareable using Coefficient

CoefficientSalesforceoffers a more practical solution for makingreport access widely available by importing data to spreadsheets and creating automated sharing workflows.

How to make it work

Step 1. Import report data to your spreadsheet.

SalesforceConnectto Google Sheets or Excel and import any report data. This makes reports instantly shareable with anyone regardless of their Salesforce access or folder permissions.

Step 2. Set up automated refreshes for current data.

Configure automatic data refreshes to keep shared reports current without manual intervention. Choose from hourly, daily, or weekly schedules based on your reporting needs.

Step 3. Create distribution lists with alerts.

Build automated Slack and Email Alerts that notify stakeholders of report updates. Set triggers based on schedule, new data additions, or specific value changes in your reports.

Step 4. Build collaborative dashboards for team access.

Create shared workspaces where teams can analyze and discuss data without requiring Salesforce licenses. Multiple users can collaborate simultaneously with granular permission controls.

Eliminate complex folder permissions

Get startedThis approach eliminates the complexity of Salesforce folder permissions while providing superior collaboration capabilities and ensuring broader team access to critical business data.with streamlined report sharing today.