- 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
- 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
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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 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 multiple reports to a folder in Salesforce?
Navigate to each report or dashboard and expand the listing to see the developer names. Create a package....Bulk Move Reports or Dashboards Using the Metadata APIIn Workbench, click migration and select Retrieve.Click Choose file for Unpackaged Manifest, and select the file.Click Next to retrieve the package.
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.
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.
How do I mass delete report folders in Salesforce?
To Mass-Delete ReportsNavigate to the Setup area of Salesforce.Under Administer, expand Data Management.Click Mass Delete Records.Choose Mass Delete Reports.In the filter criteria, choose “Report Name contains YYMM” (using the YYMM you need to delete).Click Search.More items...•
How do I create a folder for reports 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 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.