• WHO WE ARE
  • WHAT WE DO
    • Implementations
      • Salesforce
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service for SMEs
        • Field Service Lightning
      • Salesforce Partner Apps
        • Panda Doc
        • Conga
    • Developments
      • Salesforce Customization
      • Custom Application Development
      • AppExchange Product Development
    • Migrations
      • Classic to Lightning Migration
      • Other Systems to Salesforce Migration
    • Integrations
  • HOW WE DO
    • Delivery Model
    • Our Works
  • BLOG
    • WHO WE ARE
    • WHAT WE DO
      • Implementations
        • Salesforce
          • Sales Cloud
          • Service Cloud
          • CPQ
          • Field Service for SMEs
          • Field Service Lightning
        • Salesforce Partner Apps
          • Panda Doc
          • Conga
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • HOW WE DO
      • Delivery Model
      • Our Works
    • BLOG
Salesforce Blog | Salesforce Simple Tutorial
Salesforce Blog | Salesforce Simple Tutorial
  • WHO WE ARE
  • WHAT WE DO
    • Implementations
      • Salesforce
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service for SMEs
        • Field Service Lightning
      • Salesforce Partner Apps
        • Panda Doc
        • Conga
    • Developments
      • Salesforce Customization
      • Custom Application Development
      • AppExchange Product Development
    • Migrations
      • Classic to Lightning Migration
      • Other Systems to Salesforce Migration
    • Integrations
  • HOW WE DO
    • Delivery Model
    • Our Works
  • BLOG

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

Salesforce Blog | Salesforce Simple Tutorial > Salesforce Admin Tutorial > How to move Bulk Reports and Dashboard to another folder using Metadata API
  • September 10, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning, Salesforce Tips
  • 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.


  • Previous How to attach files to Report Subscriptions in Salesforce
  • Next How to Merge Duplicate Accounts in Salesforce Classic and Lightning
We denounce with righteous indignation in and dislike men who are so beguiled and to demo realized by the charms of pleasure moment, so blinded by desire, that they cannot foresee the pain and trouble that are bound.

Discover More

Contact Info

  • 374 William S Canning Blvd, Fall River MA 2721, USA
  • (+880)155-69569
  • [email protected]
  • 10:00 - 17:00

Latest Posts

Salesforce Marketing Cloud Will Fuel Your B2B Marketing Engine. January 30, 2023
Overview of DML operations in Apex January 24, 2023
Benefits of Integrating Salesforce and Marketing Automation for Business Growth January 20, 2023

2023 All Rights Reserved