In Setup, under Data Management > Mass Delete Records, select Mass Delete Reports and configure a filter to find reports that need to be deleted. Reports that you delete go into the recycle bin. They aren’t permanently deleted until you clear your recycle bin.
Full Answer
How do I enable historical trend reporting in Salesforce?
Go to the Setup Screen. From the Quick Find Box, select Historical Trending. Select the objects that you want to perform Historical Trend Reporting on. You can select Cases, Opportunities, Forecasting Items and up to three custom objects. Select Enable Historical Trending.
How to reverse colors in Salesforce historical trend reports?
Click the down arrow above the Change column and click Reverse Colors. Salesforce retains data only for the last three months and the current month. Each Historical Trend Report can accommodate up to 11 fields. In Opportunities reports, it includes the standard pre-selected fields which cannot be disabled.
How to read reports and dashboards in Salesforce?
Search for Reports and Dashboards from the Reports Tab in Salesforce... Use a Summary Function in a Custom Summary Formula Watch Your Pipeline Change Over Time Subtotal Report Results in Salesforce Classic
How to build a report in Salesforce classic?
Build a Report in Salesforce Classic Export a Report to Run in the Background Show and Hide the Record Count for a Block Evaluate Groups and Totals with Summary Formulas Text Bucketing Example: Strategic Accounts Report on Relationship Groups Categorize Data with Bucket Columns
How do I delete historical trending data in Salesforce?
1. Select the object that you want to disable historical trend reporting on. 2. Uncheck Enable Historical Trending.
How do I delete unused reports in Salesforce?
Navigate to the Setup area of Salesforce. Under Administer, expand Data Management. Click Mass Delete Records. Choose Mass Delete Reports.
How do I delete a report from a dashboard in Salesforce?
Click Reports. next to the report. To delete the report, select Delete. At the confirmation, click Delete.
How do I turn on historical trending in Salesforce?
From Setup, enter Historical Trending in the Quick Find box, then select Historical Trending. Select the object that you want to do historical trend reporting on. You can select Opportunities, Cases, Forecasting Items, and up to 3 custom objects. Select Enable Historical Trending.
Can we delete reports using dataloader?
Hello, it is not possible to delete reports using data loader, you can only extract reports data through Dataloader. A report object is a ReadOnly object if accessed by Dataloader or any other API tool.
How do I archive old reports in Salesforce?
You can create a new folder called something like "archived reports" and move the reports to that folder. Give visibility to that folder only to system admins or whoever it is that may still need to access them.
How do I remove a report from my dashboard?
You cannot delete reports if they are associated to a dashboard component....(B) Delete the Dashboard ComponentCopy the Dashboard Component ID and paste it on your browser URL bar, right after your instance name. ... If you can open the Dashboard Component, simply delete it.More items...
How do I remove edit button from report in Salesforce?
How to Remove the New Dashboard Button in Salesforce?Navigate to: Setup --> Manage Users --> Profiles.Select the profile for the user(s).Click Edit at the top of the page.Navigate to the Administrative Permissions section.Disable the box for Manage Dashboards.Click Save.
How do I customize my dashboard in Salesforce?
Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
What is historical trending in Salesforce?
What is Historical Trend Reporting? Historical Trend Reporting is a niche reporting feature available on Salesforce. It allows for reporting on the standard up-to-the-minute state of the business as well as analyze day-to-day and week-to-week changes in forecasts, cases, opportunities, or values in custom objects.
What are trends report?
A trend report is a feature that allows you to view changes in performance from one performance test to another, or across several performance tests. By analyzing these changes, you can easily identify improvements or regressions in the measurement's performance.
What historical trends mean?
Historical trend displays the trends for the selected application or message family or services for the last 24 hours, last week, last 3 months, or last year.