For considerations, review Reports and Dashboards Limits and Allocations. . Set up reports and dashboards to deliver information to your users in the ways that work best for them. 5 days ago · You can create a separate permission set for these permissions and assign it to the users who need it separately, or to add them to your custom permission sets. Jan 5, 2026 · The CRM includes workflow automation, lead routing, segmentation, campaigns, reporting, and email integration services to help marketers build meaningful relationships with present and future customers. " This is the newer reporting tool. This behavior is related to the Edit My Reports profile permission, which is only ‌available for organizations with Enhanced Folder Sharing enabled. To check and update the profiles you want to have access to report or dashboard subscriptions, go to Setup > Administration > Users > Profiles and select a profile. Hey all, I have a situation in which the user role has access to a reports folder through role sharing, and the dashboard folder created from said reports. The permission you have highlighted, not only through profiles but also via permission set it can be granted.

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