Moving reports and dashboards to different folders in Salesforce June 11, 2018 InfallibleTechie Admin 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.
...
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.
How to search for reports and dashboards in Salesforce?
Search for Reports and Dashboards from the Reports Tab in Salesforce... Get the Information You Need from the Reports Tab List View in... Customize Report and Dashboard Lists in Lightning Experience Rename a Report Describe a Report Print a Report Keep Favorite Report Folders in View
How to group your report data in Salesforce classic?
Group Your Report Data in Salesforce Classic Example: Use WITH in Cross Filters Report on Relationship Groups Share a Report or Dashboard Folder in Lightning Experience Rename a Report or Dashboard Folder in Lightning Experience
How to use report fields in Salesforce classic and lightning experience?
Report Fields in Salesforce Classic Keep Working While Your Report Preview Loads Create a Report or Dashboard Folder in Lightning Experience Quick Search for Folders Add a Folder as a Favorite Customize Report and Dashboard Lists in Lightning Experience Global Search for Folders Export and Connect Reports to Other Tools Build a Report Dashboards
How to move reports from one folder to another?
One trick is to edit your Report folder view and move reports to the Unfiled Public Reports folder. Then open the new folder and move reports from the Unfiled Public Reports folder to the new folder. It's not a perfect solution but it's better than one at a time.
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 Dashboards and reports in Salesforce?
How?Switch back to Classic.Select the Reports tab.Locate the reports (or dashboards) that you want to move.Click on the report and drag and drop into the correct folder.
Can you copy a Salesforce dashboard?
0:011:00How to Clone a Report in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipHi my name's lauren and i'm a consultant here at rotiv we're an official salesforce partner thatMoreHi my name's lauren and i'm a consultant here at rotiv we're an official salesforce partner that helps small businesses automate their processes. Today i'm going to show you how to clone a report in
How do I add a dashboard to a directory in Salesforce?
Create a new dashboard folder called Global Sales Dashboards:Click the Dashboards tab.Click New Folder and enter the details.For Folder Label, enter Global Sales Dashboards .Click in the Folder Unique Name text box to auto-populate the unique name. ... Click Save.
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 another folder in 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...
What is Clone report?
Creates a copy of a custom, standard, or public report by sending a POST request to the Report List resource.
How do you clone a Einstein analytics dashboard?
If the new page similar to an existing page, you can simply clone the page. Click the arrow next to the page name (the default page name is "Untitled") and select Clone. This will create a new page located at the last with the page name "Clone of xyz", xyz is the original page name.
How do I replicate a report in Salesforce?
In Setup, use the Quick Find box to find Report Types.Create a report type, selecting Account, Contact, Lead, or Duplicate Record Set as the primary object. ... Click Next.Relate Duplicate Record Items to the primary object that you selected.More items...
How do I share a dashboard folder in Salesforce?
Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard 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.
How do I pin a dashboard in Salesforce?
Keep Favorite Report Folders in ViewIn the list of report and dashboard folders, hover over any folder, then click .Select Pin to top. Your folder moves to the top of the folders list.
How do I create a subfolder in Salesforce?
Creating a subfolder is just like creating a regular folder. Go into the report or dashboard folder where you want to create the subfolder, and click New Folder. Name the folder, and click Save. Et voila!
How to move a journey to another folder?
You can move a journey to another folder at any time by clicking to open the folder, then dragging the journey from the current folder to the new location. You can also create a new folder or subfolder and save it there. Rename, reorder, or delete folders as needed.
How to add tags to a journey?
To add one or more tags to a journey, click in the dashboard’s toolbar for a list of available tags . To create a new tag, simply select New from the dropdown. There’s no limit to the number of tags you can assign to a journey, but it’s better to include the minimum necessary to improve search results. You can also add multiple journeys ...
