How Admins Can Mass Move Reports and Dashboards

Spoiler alert: we're heading back to Classic to mass move reports and dashboards using drag and drop functionality. Do I really want to be encouraging you back to Classic as an advocate and champion for Lightning?! Not really, but needs must. Last week I needed to move some reports and dashboards fast and I'd forgotten … Continue reading How Admins Can Mass Move Reports and Dashboards →

Dashboard date filters: the best feature you’re not using yet…

Whenever I get a request for a new dashboard I try to use dashboard filters where possible instead of over-filtering the underlying reports. The reason? It's easier to re-use or clone the reports and dashboard in future. I love dashboard filters and very often find myself filtering on picklists like Opportunity Stage or Account Type. … Continue reading Dashboard date filters: the best feature you’re not using yet… →

Time saving tips: You can mass delete those unused reports…

Last week we looked at how you can identify unused reports....now that we've found them, what shall we do with them?! I'm going to show you how to mass delete them, but first, let's talk a bit about what you should do before wielding your mighty Admin powers. Users tend to get a bit upset … Continue reading Time saving tips: You can mass delete those unused reports… →

Identify unused reports by creating a ‘report on reports’

The problem: "Can't see the wood for the trees". That's a favourite saying of mine. Reports in Salesforce are a great example of this; how often have you looked for a specific report but there were so many you couldn't find it? I'm sure you're a lovely Admin and you've trained your users to create … Continue reading Identify unused reports by creating a ‘report on reports’ →

Help! I’ve run out of dynamic dashboards…

What is a dynamic dashboard? When you create a dashboard, you can set it to 'run as logged-in user'; this means it's a dynamic dashboard. When a dashboard runs as the logged-in user, it will display only the records that user has access to. In Classic you will see this option: In Lightning, this option … Continue reading Help! I’ve run out of dynamic dashboards… →