Delete Salesforce makes mass deletion of reports pretty simple through Setup > Mass Delete Records > Mass Delete Reports. The filters will make it easy to locate the reports that were marked for deletion.
Full Answer
How do I delete mass reports in Salesforce?
With the summer 14 release, You can delete mass reports in salesforce. 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.
Can You inline edit in Salesforce reports?
With the risk of sounding biased (and maybe I am), inline editing within Salesforce reports has been one of my dreams since I first discovered list views and the joys of inline editing they provide. Great news – both users and admins can finally quit dreaming about being able to inline edit in reports!
How do I add a report to a Salesforce dashboard?
Add a Report to a Dashboard from the Report Work with Salesforce Classic Dashboards Apply a Dashboard Filter Install the CRM Sample Dashboards from AppExchange
What is a Salesforce report?
What is a Salesforce Report? Standard Salesforce reports are something surely every admin and most likely the advanced users are accustomed to building day-in and day-out to visualize the data in various ways.
How do I edit access to reports in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
How do I enable inline editing for a report in Salesforce?
How: First, contact Salesforce Customer Support and request to have inline editing turned on. Then in Setup, from Reports and Dashboards Settings, select Enable Inline Editing in Reports (Lightning Experience only), and save your changes. You're now set to go.
Can you delete reports Salesforce?
If you want to delete a non-empty folder, either move the reports or dashboards in the folder to another folder, or delete the reports or dashboards. Then permanently delete the reports and dashboards from the Recycle Bin.
Who can edit reports Salesforce?
When the user has access to a report folder, the user is able to store a new report to a report folder; even user accessibility to the report folder is only as Viewer. The user will also able to edit and delete reports created by that user in the public report folder, with the user access is Viewer.
How do I make a field inline editable in Salesforce?
1:452:41Inline Editing in Salesforce | How to Enable - YouTubeYouTubeStart of suggested clipEnd of suggested clipName so i'm going to go to opportunity record type select new click done save and it only pops upMoreName so i'm going to go to opportunity record type select new click done save and it only pops up with one um however i can now inline edit. So what you'd want to do is go on to the specific record.
How do I restrict inline edits in Salesforce?
This is done by editing the Page Layout and clicking the "Layout Properties."This way, inline editing is generally allowed but is disabled for assignment. The other option is to globally disable inline editing in the org; Go to Your Name> Setup> Customize> User Interface> Uncheck "Enable Inline Editing"
How do I clean up a report in Salesforce?
Salesforce makes mass deletion of reports pretty simple through Setup > Mass Delete Records > Mass Delete Reports. The filters will make it easy to locate the reports that were marked for deletion. Please remember; Users get emotional about reports and they're an import aspect of user experience.
How do I delete a report?
Delete a reportNavigate to the Data Studio REPORTS page.Locate the report you wish to delete.Click its context menu icon.Select Trash.
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.
Can anyone edit public reports in Salesforce?
Create, edit, and delete reports, and manage their sharing in all public report folders. This permission does not extend to others' personal folders. This permission allows users to edit and share reports in all folders, including hidden folders.
How do I control access to reports in Salesforce?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
How do I give permission to edit a dashboard in Salesforce?
0:412:30How to Assign Edit Dashboards Permission to a User - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhen you click on it salesforce finds where that permission is in that profile. And you can see ifMoreWhen you click on it salesforce finds where that permission is in that profile. And you can see if it's checked or not and you could click edit. And toggle that permission for those users.
Reports Builder Page
You create and edit reports with the Report Builder, which has three areas:
Edit a Report
Editing a report is easy; you are able to customize many different aspects of a report as desired.
Remove a Column
If a column of information is no longer helpful, you can remove it from the report.
Add a Column
You can add fields to your report by dragging them from the Fields area onto the Preview area.
Run a Report
Once you have added all the information you would like to your report, the next step is to actually run the report.
What is Inline Editing in Salesforce?
Inline editing is the ability to change the value of a field, without needing to navigate to a record. Inline editing means being able to update a record from somewhere other than the record page, such as a list view or report. It has multiple benefits including fewer clicks and greater user adoption of features and Salesforce.
What is a Salesforce Report?
Standard Salesforce reports are something surely every admin and most likely the advanced users are accustomed to building day-in and day-out to visualize the data in various ways.
Salesforce Reports vs. List Views
One of the most frequent user questions I bump into is definitely “How can I export my Opportunities to update each one in Excel?”.
Inline Editing in Reports
The limitations around list views, as well as a huge demand to improve native reporting capabilities, did make inline editing within Salesforce reports a dream come true.
Salesforce Reports Inline Editing Use Cases
Inline editing in reports isn’t just for the Sales team! The inline field edit can be a time saver for Support and Marketing teams as well. For example, if the Marketing team is using Salesforce Campaigns, there is surely at least one dashboard used to track performance or perhaps other KPIs.
Summary
Inline editing within reports is a valuable functionality (even though still beta) that is sure to help you drive adoption with your users while keeping them within Salesforce rather than external tools, such as Excel.
Step 1. Scope the task
An easy way to start is the creation of another report! What a brilliant idea, another report to fix the problem of too many reports.
Step 2. Inform your users
Every time I've done this the trigger has been users fed up with wading through too many reports so push back has been minimal. That said, an email to your users about intentions to clean up the Salesforce reports with a timeframe is essential. I include the statistics such as total number of reports, number of reports Last Run by timeframe (e.g.
Step 3. Delete
Salesforce makes mass deletion of reports pretty simple through Setup > Mass Delete Records > Mass Delete Reports. The filters will make it easy to locate the reports that were marked for deletion.
Salesforce Lightning Reporting and Dashboards by Johan Yu
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The Edit My Reports permission
The Edit My Reports permission requires Create and Customize Report permission too. This permission allows the user to edit, move, save, and delete a report created by that user (not created by other users) in shared folders.
