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We have an requrirement where we have changed the master details relationship to lookup. Hence around 1000 reports are getting effected. We have created new custom record type for the new relationship name.

Can instead of doing manually updation of all reports with new record type can there be any better solution like any automatic features or any batch.

All suggestions are welcome.

When we connect through force.com IDE we got something like..

*:<?xml version="1.0" encoding="UTF-8"?>
<ReportType xmlns="http://soap.sforce.com/2006/04/metadata">
    <baseObject>Account</baseObject>
    <category>accounts</category>
    <deployed>true</deployed>
    <description>Accounts and Groups</description>.....*
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You can use Salesforce IDE on Eclipse or MavensMate to download all report and then replace reportType in all metadata files. Depending on complexity of the reports, some fields can be not available or have slightly different API names, so you'd have to tweak them. The best way is to recreate some of the reports with a new reportType and look at their metadata to do another replacements.

  • We are not getting report type in meta data,.please advice – David Mycka Jun 30 '16 at 15:52
  • When you pull the report, it's metadata is stored in the file with '.report' extension. reportType can be found at the end of the file: <reportType>Opportunity@Opportunity.Component_Mgt_Team__c</reportType> <scope>organization</scope> – o-lexi Jun 30 '16 at 15:55
  • obsolete reports done have there data in metadata.. please advice – David Mycka Jun 30 '16 at 15:57
  • Thanks Oleksiy.We have changed master detail relationship to lookup and we want to update report type with new custom reprot type we have created...Instead of doing it manually updation in reports we are looking for best approach – David Mycka Jun 30 '16 at 15:58
  • I do get what you did. Do you have a copies of old reports metadata? Or probably the old type reports can be found in sandbox? – o-lexi Jun 30 '16 at 16:00

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