Collections enable you to curate and organize your analytics in a customized way. By
creating a collection, you have a personalized set of analytics that’s relevant to your projects
or interests. Your analytics can be drawn from different folders, and you can avoid searching
different folders to access your most important analytics. In addition, collections can
personalize the home page that makes it easier to find and use the information that matters most
to you.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Performance,
Unlimited, and Developer Editions
|
| Available in: Enhanced Folder Sharing |
| Also available with CRM Analytics, which is available for an extra cost in
Performance, Enterprise, Unlimited, and Developer
Editions.
|
| User Permissions Needed |
| To use collections: |
- Enhanced Folder Sharing
- Run Reports OR Create and Customize Dashboards
|
| To manage a collection with CRM Analytics items: |
Use CRM Analytics |
Add your items, such as those related to a project or commonly used, for immediate
access. You can pin collections to your home page, hide collections, and share collections with
others.
