How do I delete old reports in Salesforce?

How do I delete old reports in Salesforce?

To Mass-Delete Reports

1. Navigate to the Setup area of Salesforce.
2. Under Administer, expand Data Management.
3. Click Mass Delete Records.
4. Choose Mass Delete Reports.
5. In the filter criteria, choose “Report Name contains YYMM” (using the YYMM you need to delete).
6. Click Search.

How do I delete a report from a dashboard in Salesforce?

To delete the folder, uninstall the managed package or contact the package provider for help.

1. On the Reports or Dashboards page, find the report or dashboard you want to delete and select the Delete row level action. (
2. Click Delete to confirm.

How do I get rid of the record count in Salesforce reports?

To remove the Record Count from reports in Salesforce Classic:

1. Open and edit the report you would like to change.
2. Above the report’s “Preview” pane, click Show.
3. Deselect Record Count.
4. Click Run Report.

How do I remove a report from my dashboard?

Delete a dashboard, report, dataset, or workbook

1. In your workspace, select the All tab.
2. Select More options (…) next to the asset you want to delete, and select Delete.
3. Select Delete to confirm the deletion.

Is it possible to delete reports using apex?

Hi Feroz, it is not possible to delete reports using dataloader, you can only extract reports data through Dataloader. The report object is a ReadOnly object if accessed by Dataloader or any other api tool.

How do I delete a report?

Delete a Report

1. Open the table with the report that you want to delete.
2. Click REPORTS & CHARTS, then click Organize.
3. Hover the mouse cursor over the report name.
4. Click the report controls arrow ( ), then click the delete icon ( ) that appears.
5. Confirm the action by clicking Delete Report on the dialog that displays.

What is record count in Salesforce?

What is the difference? @Courtney : Here Sum of Count is the number of searches and Record Count is the number of records . For example if you have 3 records A , B , C . No of searches on A , B and C in October 2015 are 10 , 15 , 25 respectively .

How do I count unique records in Salesforce?

Add a unique count to the Account Name column to see how many individual accounts values appear in the report….Duplicate values aren’t counted.

1. While editing a report in the report builder, find the column for which you want to count unique values.
2. Click. | Show Unique Count.
3. Click Save.

How to follow reports and dashboards in Salesforce?

One of the key benefits of reports and dashboards in Salesforce is the integration with Chatter, allowing you to have collaboration in context with your data. You can follow any report or dashboard by clicking on the Follow icon in the feed. If you don’t see the option to follow a report or dashboard, you may need to enable Feed Tracking.

Can you delete a report on a dashboard?

Idea is generally available. OK we can now report on reports used in which dashboard, but if it’s a private dashboard I can’t even as administrator delete the dashboard and the report. That would be really helpful for cleaning up our hundreds of reports.

How to share dashboard snapshots in Salesforce classic?

Post a dashboard snapshot to Chatter. Follow a report or dashboard. Set up a scheduled report. Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.

How to schedule and subscribe to Salesforce report?

On the Report Subscription page, choose whether to be notified every time conditions are met or only the first time. Specify each condition in three parts: aggregate, operator, value. For example, trigger notifications whenever the sum of amount is less than $1 million.