How do I bulk move reports in Salesforce?

How do I bulk move reports in Salesforce?

Bulk Move Reports or Dashboards Using the Metadata API

1. Step 1: Retrieve. In Workbench, click info and select Metadata Types & Components to find the developer names of the reports that you want to move.
2. Step 2: Make Changes.
3. Step 3: Deploy.

How do you share a report in Salesforce?

Sharing Content with Other Users

1. Navigate to the Reports tab.
2. Select All Folders listed on the left-hand side.
3. Click the carrot on the far right of the row with your Report Folder name.
4. Select Share from the dropdown.
5. In the new popup window, Share with Public Groups or Users, View Access.
6. Click Share, and then Done.

Can you share individual reports in Salesforce?

You can share a report or dashboard folder with up to 25 users, groups, roles, or territories from the UI. To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API. next to the New Folder button, and select Share.

How do I move reports and dashboards in Salesforce?

You can move individual reports or dashboards between folders and subfolders in Lightning Experience….Bulk Move Reports or Dashboards Using the Metadata API

1. In Workbench, click migration and select Retrieve.
2. Click Choose file for Unpackaged Manifest, and select the file.
3. Click Next to retrieve the package.

How do I lock a report in Salesforce?

Lock Filters on the Run Page

1. Click Reports, then find your Cases by Status report and click Edit.
2. To open the Filters pane, click Filters.
3. Click the filter Industry equals Energy and select Locked.
4. Click Apply.
5. Click Save & Run.
6. From the report run page, click. .

How do I move a report folder 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.

1. On the Reports tab list view, click and hold an item.
2. Drag the item to its destination folder in the Folders pane.