How do I mass-move reports into one new folder (to clean up)?
We are currently cleaning up our report folders. In order to do so we want to move all unused reports into a 'quarantene map' before deleting them. How can we move a large number of reports all at once into one folder?
Another alternative would be to edit each report folder on the Report page and move unused reports to the Unfiled Public Reports folder. You can then move all the reports in your Unfiled Public Reports folder to a new "quarantine" folder. Yeah I know, still a lot of manual effort.
Matt, I don't know if anything has changed but I tried to use the Eclipse IDE a couple of years ago to move reports to another folder and I received a error message stating that moving reports was not supported.
In the Eclipse IDE
- Create a new project
- Include ‘reports’ or more specifically the report folders you are concerned with
- Let Eclipse refresh the project with the reports metadata
- In Eclipse, navigate to the reports folder you just download and then select the Report Folder you want the reports you want to move from, right click and select Properties
- Take Note of the Location. This is the path where the metadata files are located
- Open a windows explorer window and navigate to that path
- Highlight all the Reports you want to move and right click Cut
- Still in the Window explorer navigate back to the list of report folder and expand the one you want to move the reports to and right click and Paste
- Now back in the IDE highlight the folder titled Reports and right click and Refresh and then right click again and Force.com>Save to Server
- BOOM! Now you have moved your reports.
1. Goto "Add/Remove metadata components from the project"
2. Import the required reports and report folders
3. Navigate to <Project Name>/src/package.xml
4. In package.xml, you will see all the mappings of your reports and report folders. The following image is a screenshot of a sample package.xml file.
Here "Recruiting_Reports" is one report folder, which is empty and "damn_another_folder" contains 2 reports - Report_1 and report2. All we have to do is, just edit the mapping and make the two reports come under the "Recruiting_Reports". After that, the mapping, it will look something like this.
5. Then goto the file system and locate the path of the reports to be moved. Cut and paste reports as per your requirement. (Refer the post by mattybme1).
6. Refresh your eclipse project. (refresh locally. NOT from the server!)
7. Save to server!
Now, your reports have been moved... Its not very easy method, but when you consider the overhead of literally going to each and every report, to change the folder, this is a piece of cake!
Save error: DeveloperName: This Report Unique Name already exists or has been previously used. Please choose a different name.
Also tried moving just one report and saving to server. This is the error I receive when trying that:
"Unable to save resource 'All_Leads.report' to server: IllegalArgumentException: Project and/or project package list cannot be null.
I just wanted to update this as if anyone comes and searches for the same - they would get to see the steps to move very easily.
As of today (Nov/2013) - we can easily move reports by drag and drop. Drag the reports to be moved by clicking in icon just before the report name
Try refresh in Salesforce web to check if they have moved.
I want to see reports by "last run date", but I don't see that date when I look at the local copies of the reports.
My end goal is to mass delete reports where last run date is over 1 year ago....
Thanks to anyone that can help
I've done some experimenting with ANT. You can't truly move a folder. You can only:
- Pull the folder/report structure out to XML
- Copy the contents to another folder
- Rename the path of every report in the master package file
- Rename the API name of every report in the folder to be unique
- Rename the folder itself with a unique api/developer name,
You will now have duplicate copies of the same reports in two different sub-folders.
You then have to:
- duplicate every one of the original reports,
- clear the recycle bin,
- delete the original folder,
- and you are done.