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Move a Report or Dashboard Between Folders in Salesforce Classic

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Move a Report or Dashboard Between Folders in Salesforce Classic

It’s a good practice to keep reports and dashboards organized in folders that reflect their function and audience. You can drag reports and dashboards from one folder to another.

Required Editions

Available in: Salesforce Classic
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To move reports:
Enhanced Folder Sharing
Edit My Reports
Note
Note You need edit access to folders before moving items between them. Moving items using drag-and-drop isn’t supported in accessibility mode.

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.

    As you drag an item across a folder, a green check mark indicates that the item can be moved into the selected folder. A move not allowed icon means that the item can’t be moved into the selected folder.

    Keep the following in mind when moving items.

    • Drag one item at a time.
    • You can’t move items from installed AppExchange packages or standard report folders into other folders.
    • Move reports into report folders and dashboards into dashboard folders.
 
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Salesforce Help | Article