• WHO WE ARE
  • WHAT WE DO
    • Salesforce
      • Implementations
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service Lightning
        • Field Service for SMEs
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • Data Science
      • BI Solutions
      • AI/ML solutions
      • Agentic AI
  • HOW WE DO
    • Delivery Model
    • Our Works
  • REACH US
    • Contact Us
    • Careers
  • BLOG
    • WHO WE ARE
    • WHAT WE DO
      • Salesforce
        • Implementations
          • Sales Cloud
          • Service Cloud
          • CPQ
          • Field Service Lightning
          • Field Service for SMEs
        • Developments
          • Salesforce Customization
          • Custom Application Development
          • AppExchange Product Development
        • Migrations
          • Classic to Lightning Migration
          • Other Systems to Salesforce Migration
        • Integrations
      • Data Science
        • BI Solutions
        • AI/ML solutions
        • Agentic AI
    • HOW WE DO
      • Delivery Model
      • Our Works
    • REACH US
      • Contact Us
      • Careers
    • BLOG
  • [email protected]
  • (+91) 44-49521562
Merfantz - Salesforce Solutions for SMEs
Merfantz - Salesforce Solutions for SMEs
  • WHO WE ARE
  • WHAT WE DO
    • Salesforce
      • Implementations
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service Lightning
        • Field Service for SMEs
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • Data Science
      • BI Solutions
      • AI/ML solutions
      • Agentic AI
  • HOW WE DO
    • Delivery Model
    • Our Works
  • REACH US
    • Contact Us
    • Careers
  • BLOG

How to move Bulk Reports and Dashboard to another folder using Metadata API

  • September 10, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce CPQ, Salesforce Developments Tutorial, Salesforce Lightning
  • 0

We know how to change reports and dashboard folder manually. That’s very easy. But that would not work in case of bulk amount of reports and dashboard folder migration from one folder to another. That will be time taking. There are ways to do bulk reports or dashboards migration.

Example of Reports Migration:

In below example we are using Workbench to move bulk reports. Also this process can be follow using ANT migration tool or direct access to Metadata API.

Here we have two reports Account Status and Opportunity Creator in My Reports folder. We need to move these two to Test User Report folder. 

Reports

Follow below steps to migrate these reports.

Step-1:

Create an xml file with below content and named it as members.xml.

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">     <types>       
<name>Report</name>        <members>My_Reports/Account_Status</members>       

<members>My_Reports/Opportunity_Creator</members>    
 </types>
<version>49.0</version>
</Package>

Within <members> tag write your <folder API name>/<report or dashboard API name>

Step-2:

Login to workbench. Click on Metadata Types and Components under info menu. Choose Report and see the current structure of report folder by expanding Components.

Step-3:

Click on Retrieve option under migration menu. Upload the members.xml file to Unpackaged Manifest. Click on Next.

Step-4: Click on Retrieve.

Step-5: Then click on Download Zip File.

Step-6: Extract the Zip file. In that unpackaged folder, under reports folder do rename of it’s sub folder name from My_Reports to Test_User_Report.

Step-7: Now edit package.xml in that unpackaged folder. Replace My_Reports to Test_User_Report in <members> tag. Then zip the unpackaged folder again.

Within <members> tag replace the current folder name to destination folder API name.

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">     <types>
<name>Report</name>
        <members>Test_User_Report/Account_Status</members>  
<members>Test_User_Report/Opportunity_Creator</members>
</types>    
<version>49.0</version>
</Package>

Step-8: Click on Deploy under migration menu. Click choose file and upload this zip. Click on Next.Then click on Deploy. You can see the status as Succeeded in next page. Below image showing the final result now. Both reports are migrated to Test User Report Folder.

The same process can be applied for dashboard migration also.

Click here to view more Salesforce blog post.

Author Bio

Merfantz Editor
+ Recent Posts
  • August 4, 2023
    How to Setup CRM Analytics for Financial Services Cloud
  • August 2, 2023
    How to Get Started with Salesforce Hyperforce - Merfantz
  • July 28, 2023
    Health Cloud Mastery: Salesforce Trailhead for Effective Healthcare CRM
  • July 26, 2023
    How to integrate Data cloud and Marketing cloud In Salesforce
  • Previous How to attach files to Report Subscriptions in Salesforce
  • Next How to Merge Duplicate Accounts in Salesforce Classic and Lightning
Merfantz Technologies is a leading Salesforce consulting firm dedicated to helping small and medium enterprises transform their operations and achieve their goals through the use of the Salesforce platform. Contact us today to learn more about our services and how we can help your business thrive.

Discover More

Terms and Conditions
Privacy Policy
Cancellation & Refund Policy

Contact Info

  • No 96, 2nd Floor, Greeta Tech Park, VSI Industrial Estate, Perungudi, Chennai 600 096, Tamil Nadu, INDIA
  • (+91) 44-49521562
  • [email protected]
  • 9:30 IST - 18:30 IST

Latest Posts

Unlocking the Power of Dynamic Forms in Salesforce Lightning App Builder
Unlocking the Power of Dynamic Forms in Salesforce Lightning App Builder May 29, 2025
Einstein Activity Capture Boosting Productivity & Relationship Intelligence
Einstein Activity Capture: Boosting Productivity & Relationship Intelligence May 22, 2025
Let Einstein Help You Build - Salesforce Flow
Let Einstein Help You Build – Salesforce Flow May 15, 2025

Copyright @2023 Merfantz Technologies, All rights reserved