> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports and Dashboards

ShiftUp is natively built on the Salesforce platform and provides out-of-the-box Reports and Dashboards to analyze pipeline impact and adoption metrics.

These dashboards and reports are only available to System Administrators by default. To extend access to the rest of your users, the corresponding folders must be shared with users in your org.

## Sharing ShiftUp Reports

<Steps>
  <Step title="Navigate to Reports">
    Go to the `Reports` tab, then select `All Folders`.
  </Step>

  <Step title="Locate ShiftUp Reports folder">
    Look for the `ShiftUp Reports` folder in the list.
  </Step>

  <Step title="Open sharing options">
    Click the actions drop-down on the right of the row and select `Share`.
  </Step>

  <Step title="Share with All Internal Users">
    Share the folder with the `All Internal Users` group.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-imkn.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=08caba9166c9c0724db512594b01b8cd" alt="SCR 20260331 Imkn" width="1559" height="541" data-path="images/SCR-20260331-imkn.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/shiftup/-BoOZdp0Fk3GVF2n/images/SCR-20260331-injw.png?fit=max&auto=format&n=-BoOZdp0Fk3GVF2n&q=85&s=1c5a5205c21e0ba2b70033688242b8b5" alt="SCR 20260331 Injw" width="649" height="349" data-path="images/SCR-20260331-injw.png" />
</Frame>

## Sharing ShiftUp Dashboards

<Steps>
  <Step title="Navigate to Dashboards">
    Go to the `Dashboards` tab, then select `All Folders`.
  </Step>

  <Step title="Locate ShiftUp Dashboards folder">
    Look for the `ShiftUp Dashboards` folder in the list.
  </Step>

  <Step title="Open sharing options">
    Click the actions drop-down on the right of the row and select `Share`.
  </Step>

  <Step title="Share with All Internal Users">
    Share the folder with the `All Internal Users` group.
  </Step>
</Steps>
