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 do I move a report to a new folder?
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. (Lightning I love you, but this is laborious!)
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 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.
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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 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.
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 create a report folder in a change set?
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.
How do I restore a report folder in Salesforce?
Salesforce: Retrieve Report MetadataGet the "fullName" The report should not be stored in the Private Reports folder, otherwise, you will not see the report here.Prepare XML file. Copy the following XML and save it as a file called "package.xml"
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".
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 grant access to a report folder 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.