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Find old or inactive Reports and Dashboards to delete

Date de publication: Aug 4, 2025
Description

 

To locate inactive Reports and Dashboards:

  • Determine when reports were last used: Create a report on a report's "Last Run" field
  • Determine when dashboards were last used: The dashboard's "refresh" date indicates the last time a dashboard was used; however, "refresh" is not reportable
Résolution

 

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.
 

Numéro d’article de la base de connaissances

000384824

 
Chargement
Salesforce Help | Article