Update report names and move report folders via Data Loader - Ideas - Salesforce Trailblazer Community
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Update report names and move report folders via Data Loader

Operational Reporting

We frequently re-brand products in our business and it would be helpful if we could mass update brand names in report titles via Data Loader rather than updating the report title of each individual report.

Also it would be a nice feature to be able to use data loader to move reports between report folders.  Currently, we would have to open each report and save it individually to the new folder.  A recent project required that over 750 reports be moved to a review folder and it was quite time-consuming to have to touch each report individually to update it.

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Latest Comment from Salesforce

  • Anusha Surepeddi - 1 year ago

    Hi All,

    We are considering adding ability to bulk move reports to folders (in data loader or maybe even in Reports Home UI). However, this is not on our short-term roadmap, as we are focused on delivering higher pointed true to the core ideas such as Schedule Report Attachment: https://success.salesforce.com/ideaview?id=08730000000Brb6AAC

    Thanks,
    Anusha
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