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How To Move Bulk Reports And Dashboard To Another Folder Using Metadata API

Author: Dilsha Khan

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

Example of Reports Migration:

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

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

Follow the below steps to migrate these reports.

Step 1:

Create an xml file with the below content and name it members.xml.

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

Step 2:

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

Step 3:

Click on the Retrieve option under the 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 the reports folder do rename its subfolder name from My_Reports to Test_User_Report.

Step 7:

Now edit package.xml in that unpackaged folder. Replace My_Reports with Test_User_Report in the <members> tag. Then zip the unpackaged folder again.

Within the <members> tag replaces the current folder name with the destination folder API name.

Step 8:

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

The same process can be applied to dashboard migration also.

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