- 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
Table of Contents
Is it possible to migrate reports from one Salesforce instance to another?
Will appreciate your hrelp. Yes you can migrate reports from Salesforce instance to another. Best way I know to do this is Change sets. Yes you can send report from once instance to other, and you can use outbound change set for this.
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 do I send a report from one instance to another?
Yes you can send report from once instance to other, and you can use outbound change set for this. Go to Setup > App setup > Deploy > Outbound Change Set in your sandbox to create a new change set and then you can add report component to it. What is change set? where we use it?
What are some examples of security issues in Salesforce?
Some examples include: cookies used for remarketing, or interest-based advertising. Salesforce is aware of the security issues referred to as “Spring4Shell”, including CVE-2022-22963 and CVE 2022-22965, and is currently investigating. For more information, see Trust.
How do I move reports in Salesforce?
Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.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 in Salesforce lightning?
Do either of the following on the Reports page:Click the report you want to move. Click. and then select Save As. … Find the report you want to move and select the Move row level action. (If you have customized columns on the page, scrolling to the right can be necessary to see the row-level action arrow. .)
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.
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 you organize reports in Salesforce?
0:012:58Manage Report and Dashboard Folders (Lightning Experience)YouTubeStart of suggested clipEnd of suggested clipThe process works just the same for dashboards. The report last run date column. Shows when eachMoreThe process works just the same for dashboards. The report last run date column. Shows when each report was last run by sorting on this column.
Can we deploy reports in Salesforce?
You can Add Reports to Change Sets and Deploy Change Set to Production. Reports stored in the My Personal Custom Reports folder (private reports) don’t appear in the list of reports that can be added to the change set.
Can we deploy report folder in Salesforce?
Also NOTE: You can’t deploy reports to a folder, you can only deploy to the public folder.
Can we deploy reports and dashboards in Salesforce?
First of all, to migrate dashboards and folder you have to create public dashboard, then you can retrieve or deploy in the same way. Show activity on this post. It will create a dashboard folder with the same name and folder sharing with correct access levels as on the source org. Show activity on this post.
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 you deploy reports in Salesforce using package XML?
Open workbench:select migration | Retrieve.select the XML file prepared in step 2.select “Single Package”click the Next button then click the Retrieve button.when done, click the “Download ZIP File” link.extract the zip file and looks for the report.open the file with any text editor.
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…•
Business Case
I was recently inspecting one of my Salesforce org to do some cleanup and found out that I had over 10K reports that had not been touched for at least 2 years. Once I found this out, so began the research project of figuring out the best way to clean this up.
The Solution
Working with my developer partner, we decided again that the best route would be a simple CLI tool written in Python. The tool – Mass Reports Mover – covers all of the necessary basis to go from A to Z for my business case.
What are the side effects?
One of the most important questions I asked myself was how moving over 10k reports will affect my organization. So, here are the side effects that I’m aware of:
Limitations
No support for Join Reports: It appears that you cannot use the official Salesforce Reports and Dashboards REST API to update Join reports. While testing the tool, we found out that the API returns HTTP code 501 with the error message NOT_IMPLEMENTED. You can, however, move the report using the UI.
