---
schema_version: "1"
id: 5a5aa43af9b18a97a195457c662ae00d56ab21f3fd250fb804c9e4ba1f466f4a
title: Run and Read a Report
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/rd_reports_run_read.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.rd_reports_run_read.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f1f8de79d27b3956f126ac69f1eb74ed12d995a1a52e91e2fda41ffbb1734846
description: Click on a report’s name to run it. After running a report, there are a series of tools you can use to help you read the information.
products:
  - Cross Cloud
release: "264"
---
# Run and Read a Report

Click on a report’s name to run it. After running a report, there are a series of tools you can use to help you read the information.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Folder Sharing and Legacy Folder Sharing</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d22126e86">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d22126e86 ">To run reports:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d22126e86 ">
            <dl>

              <dt style="font-weight:bold;padding-top:.25rem;">Legacy Folder Sharing</dt>

              <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Run Reports </dd>


              <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

              <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Run Reports</dd>

            </dl>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d22126e86 ">To view reports:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d22126e86 ">
            <dl>

              <dt style="font-weight:bold;padding-top:.25rem;">Legacy Folder Sharing</dt>

              <dd style="padding-left:1.5rem;padding-bottom:.5rem;">View All Data</dd>


              <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

              <dd style="padding-left:1.5rem;padding-bottom:.5rem;">View Reports in Public Folders</dd>

            </dl>
          </td>

        </tr>
      </tbody>
    </table>

From the report run page in Lightning Experience, you can:

- Show or hide a report chart.
- Edit report filters (except for locked filters).
- Launch the report builder to edit the report.
- Refresh the report.
- Subscribe to the report.
- Export the report.
- Delete the report.

From the report run page in Salesforce Classic, you can:

- Display a Chatter feed of updates and posts about the report.
- View Report Generation Status.
- Choose hierarchy options.
- Change top-level groupings using the Summarize information by drop-down.
- Change Time Frame and View options.
- Click **Run Report** to immediately run or schedule the report.
- Click **Show Details** to view all data or **Hide Details** to show only summary information.
- Click **Customize** to open the report in report builder.
- Print or export the report.
- Click **Subscribe** to set up report notifications, which notify you whenever certain metrics in the report meet your conditions.
- Click **Edit** next to the chart to change its properties, or click **Large**, **Medium**, or **Small** to change its size.
- Sort report results.
- Edit or clear applied filter criteria.
- For summary and matrix reports, filter selected rows by a particular field. Select the rows you want to view, choose a field to group by, then click **Drill Down**. For example, if you created an opportunity report that displays deals by industry, you can select the industries that are doing well and group by Product Name to see which products are selling in that industry. Click **Clear** to remove the drill-down filter.