You can hide them using edit button which is available on hovering on report as shown below. N.B. Users with Manage Public Reports will still see those folders, but other users will not. There's no way to hide these folders from administrators. Thanks for contributing an answer to Salesforce Stack Exchange!
- On the Reports tab, click New Report.
- Select Select Report Types to Hide. The green check mark next to a report means it's visible to everyone.
- To hide the report type, click the check mark to change it to an X.
How do I hide report details in Salesforce?
From the run reports page, click Hide Details to hide individual records. Click Show Details to show all records.From the report builder, click Show | Details. A check mark beside the Details menu item means that details are displayed. Click Details to toggle between showing or hiding records.
How do you hide a report?
To hide a report itemIn report design view, right-click the report item and open its Properties page. ... Click Visibility.In When the report is initially run, specify whether to hide the item when you first view the report: ... Click OK twice.
Can you move report folders 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 change the report folder in Salesforce lightning?
Do either of the following on the Reports page: Click the report you want to move. Click. ... 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. ... After selecting the target folder, click the Select button.
How do I hide report types in Salesforce?
On the Reports tab, click New Report.Select Select Report Types to Hide. The green check mark next to a report means it's visible to everyone.To hide the report type, click the check mark to change it to an X.
How do I unhide a report in Salesforce?
Run Reports. From the run reports page, click Hide Details to hide individual records. Click Show Details to show all records.
How do I move a salesforce report to a private folder?
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 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.
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 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.
Where is Reports tab in Salesforce?
From the App Launcher, find and select the Sales app. Click the Reports tab, then click New Report. From the Choose Report Type menu, search for and select Opportunities, and then click Start Report. With the report builder open, click Filters to open the Filters pane.
How do I give access to a report folder in Salesforce?
Sharing Content with Other UsersNavigate to the Reports tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Report Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
Danna
I have a report folder which I have shared with some required individual and there are certain users who I do not want to see that folder. But it so happens when I log in as the not needed individual I can still see that folder (they are not system administrator). Can anyone help me out with this issue?
Parul
When you create a folder, you’re its manager. Only you and others with administrative permissions can see it.
shariq
To hide report folders that are not in use in your organisation, you have to disable access levels for sharing report and dashboard folders.first.
Pooja
If a folder does not have Manager access, it’s public, and users with the View Reports in Public Folders permission can view it. Depending on their object access, these users can also run the report. To hide report folders that are not in use in your organisation, you have to disable access levels for sharing report and dashboard folders.first.
