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Move Reports Between Folders in Lightning Experience

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Move Reports Between Folders in Lightning Experience

Move reports between folders to organize the reports and control access.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed

To create, edit, and delete public report folders:

 Create Report Folders
To move reports you created from one folder to another in Lightning Experience: Edit My Reports
To move reports you didn’t create from one folder to another in Lightning Experience: Manage Reports in Public Folders
  1. Find the report on the Analytics tab or Reports tab.
  2. Select the Move row level action.
  3. Select the target folder or subfolder.
    • Search for folders by name, or select a folder on the left and scroll to find the target folder on the right.
    • If you’re looking for a subfolder, continue to navigate to the right if necessary to find the subfolder.
    • If you would like to use a new folder for the report, click New Folder. Enter a name for the folder and click Save to create the folder and select it.
    • You can use the breadcrumb links above the search box to navigate back to parent folders.
    • When you select a folder, the Select button changes to include the folder name.
    Selecting a target folder
  4. After selecting the target folder, click the Select button.

The report is moved to the new folder.

 
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Salesforce Help | Article