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Configure Guided Setup Reports

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Configure Guided Setup Reports

Additional configuration is required once you’ve installed your Guided Setup reports.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To delete reports in My Personal Custom Reports folder Create and Customize Reports
To delete reports in public folders Manage Public Reports

Once you’ve installed reports from the Guided Setup, filter values must be added to some reports. Check the filters on your reports to ensure that they are set correctly.

  1. From the App Launcher, find and open Reports.
  2. Click All Folders and select the report folder.
  3. Select the report you want to customize and click Edit.
  4. Make any necessary changes and save.

If you want to remove any of the reports or folders from your organization, you must manually delete them.

Tip
Tip Don’t forget to also delete the custom report type for any reports that you decide to remove from your org.
 
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