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how to remove report options in salesforce report

by Maegan Abshire Published 2 years ago Updated 2 years ago
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To delete reports, you would need to make a callout (as a user that has permission to alter metadata) via the Tooling API or the Metadata API, or perform a Metadata API destructive deployment. Share Improve this answer

Click Analyze. Click Reports. next to the report. To delete the report, select Delete.

Full Answer

How do I delete mass reports in Salesforce?

With the summer 14 release, You can delete mass reports in salesforce. In Setup, under Data Management > Mass Delete Records, select Mass Delete Reports and configure a filter to find reports that need to be deleted. Reports that you delete go into the recycle bin.

How to delete all reports at once in Eclipse?

If you don't want to delete them, just call it "Reports to be Archived". Import your reports folder in Eclipse including all reports to be deleted and then delete the the reports folder in eclipse. It will delete all the reports at once.

How do I add a report to a Salesforce dashboard?

Add a Report to a Dashboard from the Report Work with Salesforce Classic Dashboards Apply a Dashboard Filter Install the CRM Sample Dashboards from AppExchange

What fields available on Salesforce Knowledge Reports?

Fields Available on Salesforce Knowledge Reports Chat Session Reports Report on Partners Report on Relationship Groups Enable the Account Owner Report Report on File Search Activity Report on Chatter Top 100 Feed Item Views with Interaction Count... Related Articles and Questions Reports Community Case Deflection from Discussions and Articles

Can you mass delete reports?

Does Eclipse fail if report is used on dashboard?

Can you delete reports in a recycle bin?

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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 hide details in Salesforce Lightning report?

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 I delete a custom report type?

Delete a custom report type by clicking Del next to the custom report type's name. All the data stored in the custom report type is deleted and can't be restored from the Recycle Bin. Important When you delete a custom report type, any reports based on it are also deleted.

How do I customize a report in Salesforce?

From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...

How do I hide columns in Salesforce report?

Click the gear icon and choose Select Fields to Display. Select columns on the left and click the right-facing arrow to move them to the Visible Fields area on the right. To hide a field, select it in the Visible Fields area and click the left-facing arrow to move it to the Available Fields area on the left.

How do I remove Subtotal in Salesforce report?

You can remove the 'Subtotal' or 'Grand Total' from a Summary or Matrix report in Salesforce Lightning.Open the report you want to edit.Click the Settings gear icon.Deselect Subtotal or Grand Total, then click Apply.Click Save.

How do I remove a field from a custom report type in Salesforce?

On the Report Type, locate the Fields Available for Reports section and click Edit Layout. On Field Layout Properties, locate the EventApi__Event__c field. It will show up as DEPRECATED. Drag and drop the DEPRECATED field to the Fields Lookup window on the right-hand side to remove it.

Can you edit standard report types Salesforce?

Standard report types can't be edited, new fields are automatically added. For unrelated objects, or parent objects in lookup relationships only, a single Standard Report Type is created, named as per the object plural name.

Where can I find custom report types in Salesforce?

Click Edit while viewing the report. In the upper, left corner of the report edit page, the report type in use will be displayed.

How do I change the report format in Salesforce lightning?

Matrix ReportsOn the Reports tab, click New Report, choose the Opportunities report type, and click Create.Apply the following filters: ... Click Tabular Format and change the report format to Matrix.Group the report by Type by dragging that field into the column grouping drop zone.More items...

What are custom report types?

What are Custom Report Types? Custom Report Types (CRT) gives Salesforce administrators the ability to create dynamic reports that go beyond the ability Standard Reports have. Think of Standard Reports as a canned reporting tool that is provided by Salesforce.

What options does an administrator have in customizing reports?

12.1- Describe the options available when creating or customizing a report (e.g., report type, report format, fields, summarizing data, filtering data, charting, scheduling, conditional highlighting)

How can I delete reports in bulk ? - Salesforce Developer Community

Hi Sandeep, You can't delete Reports in a bulk. Because Report Object doesn't allow any DML Operations. It allows only the following operation, describeSObjects(), query(), retrieve(), search()

Mass Delete Reports Using Workbench Manage Everyone's Reports and ...

Hi Nagendra, SELECT Id FROM Report USING SCOPE allPrivate WHERE LastRunDate < LAST_N_DAYS:365 ; Am using this query to get the reports in private folders and using thse same file to to mass delete reports using report Id's, which i should be able to accrding to Spring' 16 relese notes.

Delete Reports : One or more dashboards depend on this report

First I have deleted dashboards using Force.com migration tool. I made sure there are no records in Recycle Bin. Later when I am trying to delete reports it's complaining One or more dashboards d...

Locate Reports and Dashboards Stored within Personal or Private Folders

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how to identify which dashboard is using a particular report

I have a few reports i want to delete, but some of these reports are been used in dashboards because of which we are not able to delete them. Is there a way to identify which dashboard is using a

Can you mass delete reports?

Note: You can’t mass-delete reports that are scheduled or are used in dashboards or analytic snapshots.

Does Eclipse fail if report is used on dashboard?

It will still fail if report is used on a Dashboard and as far as I know fastest way to detect such dependency is Eclipse / Metadata API (because you just search directory full of XMLs looking for Report_Name_With_Underscores )... It's a very good initial sweep nonetheless.

Can you delete reports in a recycle bin?

Reports that you delete go into the recycle bin. They aren’t permanently deleted until you clear your recycle bin. Note: You can’t mass-delete reports that are scheduled or are used in dashboards or analytic snapshots.

A 'Deep Clean' for Your Salesforce Org: Data and Metadata

As your business grows, so will your Org. And while a highly customized Salesforce Org reflects a booming business, there’s a critical difference between necessary…

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As the Forcedotcom terminology goes, Environments and organizations are equivalent to one another. This article will be focusing on Salesforce Environments, their types, uses, characteristics,…

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Salesforce is a cloud-based CRM software that acts as a software-as-a-service (SaaS) provider, developed to make organizations function efficiently and profitably by reducing the cost…

Can you mass delete reports?

Note: You can’t mass-delete reports that are scheduled or are used in dashboards or analytic snapshots.

Does Eclipse fail if report is used on dashboard?

It will still fail if report is used on a Dashboard and as far as I know fastest way to detect such dependency is Eclipse / Metadata API (because you just search directory full of XMLs looking for Report_Name_With_Underscores )... It's a very good initial sweep nonetheless.

Can you delete reports in a recycle bin?

Reports that you delete go into the recycle bin. They aren’t permanently deleted until you clear your recycle bin. Note: You can’t mass-delete reports that are scheduled or are used in dashboards or analytic snapshots.

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