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Locate Reports and Dashboards Stored within Personal or Private Folders

Publiceringsdatum: Aug 18, 2025
Beskrivning

If you'd like to permit the location of Reports and Dashboards saved in a user's "My Personal Folder" within your SOQL query (via API version 36 or higher), follow these instructions.
 

Features required for this functionality

If the following features are not enabled, you'll receive an error titled "INVALID_QUERY_SCOPE" when attempting to locate reports or dashboards in private folders.

  • Ensure "Enhanced Folder Sharing " has been activated for the organization in question. NOTE: If this feature is not available, please contact Salesforce Support to have it enabled
  • Enable the "Manage All Private Reports and Dashboards" profile perm for the Profile of the user performing the search
Lösning

Use the "allPrivate" query scope to find Reports and Dashboards in private folders

 
To return reports in private folders:
SELECT Id FROM Report USING SCOPE allPrivate
 
 
To query reports inside a specific User's private folder (replace the user ID below as appropriate):
SELECT Id FROM Report USING SCOPE allPrivate WHERE OwnerId = '005A0000000Bc2deFG'
 

To query Dynamic Dashboards that are stored within Private Folders: 
SELECT Id FROM Dashboard USING SCOPE allPrivate WHERE Type != 'SpecifiedUser'


To return the owner name or determine if a user is inactive:

1. Select "Allows SOQL Parent Relationship Queries"
2. Run the following query:

SELECT Id, Owner.Name FROM Report USING SCOPE allPrivate WHERE Owner.IsActive = false
 

See Also: 
Delete a Dashboard   
Find old or inactive Reports and Dashboards to delete   
Error: "Report cannot be deleted" for report linked to dashboard component   









 

Knowledge-artikelnummer

000383270

 
Laddar
Salesforce Help | Article