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Find Old Or Inactive Reports And Dashboards To Delete

Udgivelsesdato: May 5, 2026
Beskrivelse

A Salesforce admin wants to clean up the org before storage limits are reached. They need to identify reports that have not been run in over a year, and dashboards whose underlying reports are also inactive.

To identify inactive assets:

  • Reports: Use the Last Run field to determine when a report was last accessed or refreshed.
  • Dashboards: The Last Refresh date indicates usage, but this field is not directly reportable.

Note: A dashboard refresh triggers its underlying reports to run. Therefore, report activity can help infer dashboard usage.

Example:

A Salesforce admin wants to clean up the org before hitting storage or complexity limits.

They need to find:

  • Reports that haven’t been run in over a year
  • Dashboards whose underlying reports also show no recent activity

By analyzing the Last Run date, they can identify reports and dashboards for deletion.

 

Løsning

To locate reports or dashboards deemed inactive, create a custom report type with the following:

1. Navigate to Report Types:

  • Classic: Setup | Create | Report Types
  • Lightning: Setup | Feature Settings | Analytics | Reports & Dashboards | Report Types
 
2. Create a report type with Reports as the primary object and Dashboard Components as the child object. Name it "Reports WITH OR WITHOUT Dashboards".

3. Create a new report using this new report type. Include the Last Run field. Run the report.

4. Sort on the Dashboard name (Title) column to separate the reports not attached to dashboards. Observe the last run date of the reports. If the dashboard's reports do not show a current last run date, you can assume this dashboard has not been refreshed. Refresh triggers the report's last run.

Note: The Last run date on reports is being populated if the report was opened or refreshed.
 

Vidensartikelnummer

000384824

 
Indlæser
Salesforce Help | Article