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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.”
Private Reports and Public Reports in Lightning Experience are virtual folders that automatically categorize reports based on sharing settings, not actual storage locations. Private Reports contains reports you own that aren’t shared organization-wide, while Public Reports shows reports accessible to broader audiences.
While this system works for basic organization, it creates limitations for collaborative reporting. Here’s how to create more effective team-based reporting workflows.
Create flexible report collaboration using Coefficient
CoefficientSalesforceprovides a more effective approach for team-based reporting by importingreports directly to spreadsheets and bypassing virtual folder restrictions entirely.
How to make it work
Step 1. Import Salesforce reports to spreadsheets.
SalesforceConnect youraccount and import any report data directly to Google Sheets or Excel. This bypasses the Private/Public Reports classification system completely.
Step 2. Set up automated distribution workflows.
Create Slack and Email Alerts that automatically notify stakeholders of report updates regardless of their Salesforce access level. Configure triggers based on schedule, new data, or value changes.
Step 3. Build shared dashboards for real-time collaboration.
Enable teams to collaborate on live Salesforce data without navigating complex folder structures. Multiple users can analyze, comment, and work together in familiar spreadsheet environments.
Step 4. Configure automatic data refreshes.
Set up scheduled refreshes to keep your shared reports current without manual intervention. Choose from hourly, daily, or weekly updates based on your team’s needs.
Move beyond rigid folder hierarchies
Start buildingThis approach transforms rigid Lightning Experience report sharing into flexible, collaborative workflows that teams actually want to use.better report collaboration with Coefficient today.
