Questions tagged [reports-folder]
The reports-folder tag has no usage guidance.
39
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Retrieve the folders of dashboards/reports with vscode package.xml
I want to register a report folder using the package.xml in VScode and transfer the folders.
I entered the following source code in the package.xml, and when I performed a retrieve in the terminal, an ...
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193
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Deployment Error Says Report Folder is Missing
I'm deploying an sfdx project from VSCode. I'm getting errors on all of my report files that say "Cannot find folder:StoryNavigator." The folder and reports are in my package, so I'm not ...
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306
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In the ReportFolder metadata, what does the sharedTo reference when sharing to a User?
I'm trying to deploy a singular Report and Folder. When I deploy I get an error saying The user, group or role is not associated with a valid group. for the Folder. As a result my report fails as well ...
- 3,038
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32
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Fastest way to add a filter to many reports
I've been tasked with adding a filter to literally hundreds of reports in Salesforce. As you can imagine, this is a very cumbersome task.
Currently I am simply clicking into each report and manually ...
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266
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How to fetch all reports column records using batch apex?
Hi I am trying to fetch all reports columns names using batch apex.I tried with my following code
but still facing error Variable does not exist: ReportManager
Can someone help me on this?
public ...
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188
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Unable to re-parent a folder of reports using REST API
Is it intentional that I get such an error Folder parent cannot be part of a patch request body. when I try to re-parent a folder using REST API?
According to the documentation PATCH allows to change ...
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150
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Move, en-masse, reports from system folder 'Public Folder' to another folder
Using the API, I am unable to move/copy the reports in the system folder 'Public Report' en masse.
In workbench I find all folders except the 'Public Folder', can anyone help me?
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2
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2k
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How to share report folder to only specific users without unchecking "Manage Reports in Public Folder" in profile
I have a set of users whose profile has "Manage Reports in Public Folder" checked. I created a public folder and I wanted to share a report to specific users among them using the share ...
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2k
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Report Folders visible to Profiles without "View Reports in Public Folders"
I have read numerous articles & questions about Report & Dashboard Folder Sharing, but I still can't figure out what's going on.
I have c.20 Report Folders and a few Dashboard Folders.
These ...
- 151
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520
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SFDX packaging - Report folder sharing settings
I am running into an issue while trying to install an unmanaged package / deploying metadata through SFDX.
On the ORG I am working on we have Report Folders which should be initially shared with some ...
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204
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Recent email send summary sendstart and sendcomplete difference
We send daily Welcome emails however when i run the Recent email send summary report over a period to get a monthly breakdown and report on its stats i find for some emails the start and end time are ...
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238
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Securely Share Partner Dashboards
My goal is to share dashboards on partner community.
I created opportunities report and dashboard for partners.
when i logged in as partner 1 i can see partner 2 related record on dashboard.
Of course ...
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1
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390
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User is trying to save a dashboard but the only option she has is private, can you make it so she can save to all folders?
User is trying to save a dashboard but the only option she has is private, can you make it so she can save to all folders?
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660
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Using FIND query on Salesforce Report Object
I am trying to filter my reports using this query [FIND 'test' IN ALL FIELDS RETURNING Report(Id, Name, Description, FolderName, LastRunDate, CreatedDate)].
The FolderName for one of my reports is ...
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2k
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My boss deactivated the "Running User" who created the President's Dashboard which then disappeared
As stated in the title, in Classic, my boss deactivated a "Running User" who created the President's Dashboard which then disappeared. The deactivation was performed because that person is no longer ...
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1k
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How to deploy report and dashboard folders with sharing to non scratch orgs
Can deploy dashboard and report folders using push:pull to scratch orgs, but when using source:deploy to a non scratch org getting "Error parsing flie Element (path to folder file meta.xml) on all ...
- 1,547
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100
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Salesforce Reports & Dashboard Sharing
We have to give permission to user to Save report and Dashboards in a public Folder but users should not be allowed to Edit, Move or delete Reports/Dashboards which falls under that public folder.
...
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1k
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Import a file from Reports folder in the SFTP
I want to implement a process in which, once the Report is exported to the SFTP /Reports folder, it will be imported to a Data Extension.
How can I move the file to another folder in order to be able ...
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196
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Why SOQL 'select id name from folder' do not get 'My Personal Custom Folder' and 'Unfiled public reports'
Why SOQL 'select id name from folder' do not get 'My Personal Custom Folder' and 'Unfiled public reports'.
But when I use 'select OwnerId from Report', it will return the reports under these two ...
- 21
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992
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Lightning community has no Reports tab like a Tabs + VF community has?
We want to convert an existing Tabs + VF community to a Lightning community (using Customer Account Portal template). The users are all Customer Community Plus users.
In the Tabs + VF community, the ...
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675
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A report for users which is created date is more than or equal to 90 days
I want create a report for the users in Salesforce which is created date is more than 90 days.
I have tried with Created Date less than 12/10/2018(let assume this date 90 days before date from today)....
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1
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1k
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Folder ( Report / Dashboard ) permission in managed package
We have managed package that includes reports and dashboard along with its corresponding folders.
We are able to install package with system admin having following permission => "enable Change ...
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83
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Getting error while opening reports folder in Lightning
I have few reports in my org which were working fine since last release, now when i try to open a report folder from all reports section iam getting following error. Even it has access to all users ...
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1
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9k
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Report Folder visible to all users even when not shared
I have created one testing report folder and have not shared it no role or user. But users are still able to see that folder and reports inside it. We have enabled analytics folder sharing in ORG. ...
- 1,233
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825
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Salesforce Classic Report View - remove edit link from Field Filters
Background
Hi, I have a problem with removing Edit link from Report View as presented below:
Profile permissions activated:
Run Report permission
View Reports in Public Folders
checked with ...
- 11
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210
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Reports shareTo needs to be found
We have some report folders getting shared with ‘Role, Internal and Portal Subordinates’ . We are now in need of finding out all folders having this type of access. There are almost 1000 reports.
I ...
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4k
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Ensure user can only run the reports in a report folder but not save any reports to that folder
We are trying to limit a users access so they can run all of the reports in a given folder, but they cannot edit the reports in the folder nor can they save any new reports to that folder.
So far we ...
- 1,194
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54
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How can I create a list of all email addresses by Industry?
I'm just trying to create a list of all names and email addresses for everyone within a given market sector defined by the field Industry.
The standard reports don't offer it, so I am looking for ...
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69
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Is there any way to share report to user
How can we share a single report to user rather than giving access to folder
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28
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Is it possible within SFDC to identify which reports are using a specific object? [duplicate]
Is it possible within SFDC to identify which reports are using a specific object? I would like to obsolete the reports but don’t know how to identify short of looking up each individual report
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2k
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How do I limit access to a report folder to certain users only?
I need to have a report folder that is accessible to management only, but can't seem to figure it out. We have many folders for various sections of the business, and all users have access to public ...
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9k
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Can we move Report Folders from Sandbox to Production [closed]
I have created few folders in Sandbox and i would like to move them to production...Please suggest
Also i tried to modify existing folders in production...but couldn't even though i am system admin.
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3k
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How to hide standard Report FOLDERS from users
Can i hide Standard report folders from users in org. Or can i move them into a custom folder.?
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117
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Edit button not coming on report folder
I am trying to edit the report folder but edit button isn't coming. Two buttons are coming 'Pin to top' and 'Share'. Is there any permission settings for that ?
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105
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View Dashboards based on user or profile
I want to create a dashboard and assign it to a user "XYZ" and restrict the user from viewing all the data.How can this be achieved?
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472
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How to remove report folder from being shared to a certain user?
In our salesforce org we have enabled "enhanced reporting". When I share a report folder with an individual user it works, but I want to know how can I remove the share? I can make someone a "Viewer, ...
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248
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Analytics Report chart is not getting loaded in some Profiles
I am struggling with an issue in a VF page. i have analytics report chart which is displaying some data in VF page. on clicking the chart, the page is redirectd to the particular report and data is ...
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116
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Report Folder - Edit Access to one specific user
I have a report folder, which has public read only access to a number of user groups. One of the users needs to have additional rights, i.e. edit rights for this folder. In the folder settings I ...
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3k
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Apex retrieve report folder names
I am trying to retrieve report folders through Apex. I can get the Folder id but not its name. It is coming as null for standard report folders
List<folder> FolderList = [SELECT Id, Name FROM ...
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