How to move the report to another folder in Salesforce?
- Click "Report Properties" button.
- Change the Report Folder.
- Click "Save" button.
- On the Reports tab list view, click and hold an item.
- Drag the item to its destination folder in the Folders pane.
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.
What is the report folder used for?
This folder is generally used as a placeholder folder for new reports until a Custom Report Folder has been created. Once the new folders are created, you can move your reports to different folders.
How to deploy a new report folder?
You should be able to deploy report folder either using: Changesets Force.com Migration Toolor eclipse Workbench: From menu, Migrate -> Deploy Check if you have appropriate folder permissionsto edit folders. Share Improve this answer Follow answered Jan 23 '17 at 10:08
What is the unfiled public reports folder?
The Unfiled Public Reports Folder contains shared custom reports created by your Administrator, but not filed into a Custom Report Folder. This folder is generally used as a placeholder folder for new reports until a Custom Report Folder has been created. Once the new folders are created, you can move your reports to different folders.
How do I move the report folder in Salesforce lightning?
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.
How do I move the dashboard folder 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...
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 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 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 hide a report folder in Salesforce?
Hello Lucy, yes you can hide report folders. If you hover over the name of the report folder you will see the down arrow, click on the arrow and select "Edit". You can select "This folder is hidden from all users".
How do I move a dashboard from sandbox to production in Salesforce?
Create and upload a change set in your source sandbox organizationLog in to your sandbox.Navigate to Setup and enter change set into the Quick Find box.Click Outbound Change Set.Click New.Enter the new Change Set name and description, then click Save.From the "Change Set Components" related list, click Add.More items...
How do I deploy a private report in Salesforce?
Reports stored in the Unfiled Public Reports folder appear in the list of reports that can be added to the change set, but they aren't deployed even if added to the change set. To deploy a private or unfiled report using a change set, first copy or move the report to a different report folder.
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 create a report folder in Salesforce?
Create a Folder for Article ReportsIn the Report Folder section of the Reports tab, click Create New Folder.Enter Article Reports in the Folder Label field.Optionally, modify the Group Unique Name .Choose a Public Folder Access option. ... Choose a folder visibility option.Click Save.
How do I pin a report 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.