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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Yes, multiple users can access reports that appear in the Private Reports folder through folder permissions, role hierarchy, or direct sharing. Reports remain in “Private Reports” because they lack organization-wide visibility, not because they’re truly private.
This counterintuitive behavior creates collaboration challenges for teams. Here’s how to create superior multi-user report access that actually makes sense.
Enable seamless multi-user report access using Coefficient
CoefficientSalesforceprovides superior solutions for multi-userreport access by creating shared spreadsheet environments and automated team alerts that eliminate the confusion of virtual folder logic.
How to make it work
Step 1. Create shared spreadsheet access.
SalesforceImportreports to Google Sheets or Excel where multiple users can collaborate simultaneously. Set granular permission controls for different team members based on their needs.
Step 2. Set up automated team alerts.
Configure Slack and Email Alerts that automatically distribute report updates to entire teams. This eliminates the need for individual Salesforce access or understanding complex folder permissions.
Step 3. Enable real-time collaboration features.
Allow teams to analyze, comment on, and modify report data together in familiar spreadsheet environments. Multiple users can work simultaneously with live data updates.
Step 4. Configure flexible sharing controls.
Share reports with internal teams, external partners, or stakeholders without requiring Salesforce licenses. Use standard spreadsheet sharing permissions that everyone understands.
Scale collaboration without complexity
Get startedThis approach transforms the limitations of Private Reports Salesforce sharing into dynamic, user-friendly collaboration that scales with your team’s needs.with intuitive multi-user report access today.
