The ability to Update (mass move reports) based off queried results is critical. This is currently not possible in Salesforce, Dataloader, or Eclipse IDE. Please revisit this functionality ASAP. Thanks! 4 views Kate Lloyd (Customer) June 21, 2017 at 9:26 AM
How do I move multiple reports to a folder in Salesforce?
Best way to move large number of reports is by using some sort of deployment tool. You can simply retrieve the metadata files of all reports, copy them in respective folder and deploy that folder again.
Can you move reports in Salesforce?
In Lightning, to move a report, you edit it, click the drop down arrow next to Save and select “Properties”. From here you can select a new folder to store the report in.
How do I move reports and dashboards in Salesforce?
Bulk Move Reports or Dashboards Using the Metadata APIStep 1: Retrieve. In Workbench, click info and select Metadata Types & Components to find the developer names of the reports that you want to move.Step 2: Make Changes. ... Step 3: Deploy.
How do I move a report folder in Salesforce lightning?
Move Reports Between Folders in Lightning ExperienceDo either of the following on the Reports page: Click the report you want to move. ... Click the report you want to move. ... Find the report you want to move and select the Move row level action. ... Select the target folder or subfolder.More items...
How do I move multiple reports in Salesforce?
Navigate to each report or dashboard and expand the listing to see the developer names....Bulk Move Reports or Dashboards Using the Metadata APIIn Workbench, click migration and select Retrieve.Click Choose file for Unpackaged Manifest, and select the file.Click Next to retrieve the package.
How do I move a reports folder in Salesforce?
Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.On the Reports tab list view, click and hold an item.Drag the item to its destination folder in the Folders pane.
How do I transfer data from one org to another in Salesforce?
It's necessary to setup and configure required metadata and users in your new or target org before beginning. You can migrate data by importing or inserting records from another Salesforce legacy source organization or other external source into a new target organization.
Can we deploy reports and dashboards in Salesforce?
First of all, to migrate dashboards and folder you have to create public dashboard, then you can retrieve or deploy in the same way. Show activity on this post. It will create a dashboard folder with the same name and folder sharing with correct access levels as on the source org. Show activity on this post.
Can dashboards be deployed in Salesforce?
How can I deploy dashboard between environment. You can deploy them using eclipse or deployment connections. Create a outbound change set from source org and accept it as inbound change set in target org. Before creating change sets create a connection between both orgs in deployment connections.
How do I move a report from one org to another in Salesforce?
Once thes are complete:Locate the XML report type file in the source project folder.Copy the file to the destination folder.Refresh the source project.Right click on the source project > Force.com > Deploy to Server.Select the report type file(s) and click “Validate”
How do you organize reports in Salesforce?
1:022:58Manage Report and Dashboard Folders (Lightning Experience)YouTubeStart of suggested clipEnd of suggested clipReport into the East folder. It's easy to search or navigate to find and select the rightMoreReport into the East folder. It's easy to search or navigate to find and select the right destination. If you want more granularity. You can create additional subfolders.
How do I move my reports to dashboard?
Make a Copy of the report, from its current dashboard If you'd like to move that report to a different dashboard, open the overflow menu, then click "Move," and choose the destination dashboard.
Business Case
I was recently inspecting one of my Salesforce org to do some cleanup and found out that I had over 10K reports that had not been touched for at least 2 years. Once I found this out, so began the research project of figuring out the best way to clean this up.
The Solution
Working with my developer partner, we decided again that the best route would be a simple CLI tool written in Python. The tool – Mass Reports Mover – covers all of the necessary basis to go from A to Z for my business case.
What are the side effects?
One of the most important questions I asked myself was how moving over 10k reports will affect my organization. So, here are the side effects that I’m aware of:
Limitations
No support for Join Reports: It appears that you cannot use the official Salesforce Reports and Dashboards REST API to update Join reports. While testing the tool, we found out that the API returns HTTP code 501 with the error message NOT_IMPLEMENTED. You can, however, move the report using the UI.
