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Search for Reports and Dashboards from the Reports Tab in Salesforce Classic

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Search for Reports and Dashboards from the Reports Tab in Salesforce Classic

When using the report and dashboard search, look for a report by name, description, or who created it or modified it last. Filter, sort, or search within a selected folder to refine your results.

Required Editions

Available in: Salesforce Classic
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To search for reports:
Enhanced Folder Sharing
Run Reports AND access to the reports folder
  1. On the Reports tab, type in the search box below All Folders.

    Search looks up all folders. Filters are set to All Items and All Types to display all the folder’s contents.

    Salesforce searches these fields: Name, Description, Last Modified By, or Created By. Results are based on an exact match of what you typed with those fields.

    If tagging is enabled and added to a custom report or dashboard, search by its tag in the global search box at the top of every page.

  2. Refine results using these options:
    To refine results by Do this

    Type

    Select a filter:

    • All Types
    • Reports
    • Dashboards

    Type filters don’t apply to report templates in standard report folders.

    View

    Select a filter:

    • All Items
    • Recently Viewed
    • Items I’m Following
    • Items I Created
    • Items I’m Subscribed to

    View filters.

    A selected folder

    Select a folder, then type in the search box.

    Filters are set to All Items and All Types to display all the folder’s contents.

    Sorting

    		 Click the column actions icon for the column and select Sort Ascending or Sort Descending. Sorting applies to all items in the list view, including the ones on subsequent pages.
 
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