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 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.
On the Reports tab list view, click and hold an item.
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. 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.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.