What determines if a report appears in Private Reports vs Public Reports?

The distinction between Private Reports vs Public Reports is determined by the scope of report accessibility, not folder location. Private Reports contains reports with limited sharing, while Public Reports shows reports with organization-wide visibility settings.

While understanding this logic helps navigate Salesforce’s system, many teams find these restrictions limiting for collaborative reporting. Here’s how to create more flexible report access.

Create flexible report access using Coefficient

CoefficientSalesforceoffers a more flexible approach forreport access by enabling universal report import and custom sharing workflows that bypass Private/Public classification restrictions.

How to make it work

Step 1. Import any Salesforce report data.

SalesforceConnectand import any report data to spreadsheets regardless of Private/Public classification. This provides universal access to all your report data in one place.

Step 2. Create custom sharing workflows.

Set up automated distribution through Slack and Email Alerts that bypass folder restrictions entirely. Configure alerts based on schedule, new data, or specific value changes in your reports.

Step 3. Enable real-time team collaboration.

Allow teams to work together on live Salesforce data without worrying about report visibility rules. Multiple users can analyze, comment, and collaborate in familiar spreadsheet environments.

Step 4. Configure flexible access control.

Share spreadsheet-based reports with internal and external stakeholders as needed. Control access through standard Google Sheets or Excel sharing permissions rather than complex Salesforce folder rules.

Move beyond rigid report classification

Start creatingThis approach transforms rigid report classification into dynamic, user-controlled sharing that adapts to actual business collaboration needs.flexible report access with Coefficient today.