Moving reports and dashboards to different folders in Salesforce On the Reports or Dashboards page, select Move from the row level action menu. A select folder dialog box opens where you can navigate to the destination folder and save.
How do I move a dashboard from one directory to another in Salesforce?
Click the dashboard you want to move. Click Edit....Select the target folder or subfolder.Search for folders by name, or select a folder on the left and scroll to find the target folder on the right.To locate a subfolder, continue to navigate to the right.To create a folder for the dashboard, click New Folder.More items...
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 dashboard in Salesforce?
It can often be faster to create a dashboard by cloning an existing one and then modifying it.Open the dashboard you want to clone.Click Clone. Salesforce creates a copy of the dashboard.Click Save.Enter a descriptive name for the new dashboard.Click Save or Save & Run.
How do I move a report to a directory in Salesforce?
Click the report you want to move. Click. and then select Save As. In the dialog box, click Select Folder.
How do I move a salesforce report to a public folder?
Click the report you want to move. Select and then selectSave As. In the dialog box, click Select Folder. Find the report you want to move and select the Move row level action.
Can you mass move reports in Salesforce?
You can move individual reports or dashboards between folders and subfolders in Lightning Experience. If you want to bulk move reports or dashboards at one time, use the Metadata API as described in the following example. This example uses Workbench as the client tool for bulk move.
How do I archive a dashboard in Salesforce?
On the Dashboard Properties popup, update the dashboard Title to include “YYMM –“ at the beginning of the name. Choose the zz-Archived Dashboards folder. Click OK.
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 I copy a report in Salesforce?
Open the report that you want to clone. From the dropdown options (as shown in the screenshot), select “Clone report” This will create a copy of the report. In the copy, make any changes needed in the name of the report, filter conditions or any other properties.
What is the difference between reports and dashboards in Salesforce?
Whereas Salesforce reports are displayed in columns and rows, the dashboard is a visual display of this data. Each component on the dashboard displays data from a single report. No component will display data from multiple reports. However, you can view a Salesforce report with multiple dashboarding tools.