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Questions tagged [reports-folder]

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9 views

Report And Dashboard Object hidden while creating workflow rule

I want to create a workflow rule that will trigger emails to specific user for whom the report last run date is greater than 90 days. But the problem is here that report and Dashboard events are not ...
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1answer
33 views

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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1answer
234 views

Superbadge Lightning Reports & Dashboard - Status Reports Subfolder

I am doing the Lightning Reports and Dashboards Superbadge and I have created all the folders I have created the subfolder: Status Reports within the SolarBot Support Reports folder but Salesforce ...
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63 views

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 ...
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26 views

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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1answer
147 views

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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1answer
55 views

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 ...
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1answer
184 views

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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1answer
23 views

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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1answer
289 views

How to Add Row count in Summary report format

I want to show Top 10 Campaign in last year. Report type is Summary and then add this report into Dashboard. I can't see Row Limit option in this Report type. Can we do this ? Thank You.
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289 views

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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1answer
24 views

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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1answer
2k views

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. ...
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1answer
379 views

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 ...
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1answer
73 views

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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1answer
259 views

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 ...
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1answer
15 views

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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1answer
27 views

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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0answers
23 views

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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1answer
367 views

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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1answer
3k views

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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1answer
1k views

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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30 views

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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1answer
2k views

How to share Reports

when trying to "save as" a report from their My Personal Custom Reports folder/Unfiled Public Reports, it seems that even public folders is not visible in the dropdown choices.how can i save specified ...
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44 views

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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1answer
145 views

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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1answer
180 views

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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1answer
16 views

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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1answer
1k views

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 ...