Delete dashboard and private report

Complete Guide On How to Delete Dashboard or Private Report

There are many instances where a developer surrounds himself with a situation that demands a basic solution that is slipping off the developer’s mind. It can be anything from data migration to delete dashboard or private report or folder. 

This article intends to address the challenge that users face while deleting a report or say a private folder. There might be infinite reasons when an error appears; however this piece of article targets the event when the user is unable to delete report as one or more dashboards are dependent on this report. 

Are you looking for an ideal salesforce consulting company to help you make the most out of your business? Contact us now!

In such a case, deleting the dashboard components can be the best resort  that refers to the report and try again.

Follow these Simple Steps on How to Delete Dashboard

If user 1 is responsible for creating the dashboard in the private folder however you login as user 2, then you will not be able to see the dashboard in organisation.

Moreover, the user might not find the desired private folder that needs to be deleted. In such cases, customization in the SOQL can be the most ideal solution to get the work done. 

If such an error is hampering your Salesforce capability and an instant solution is that you seek, then scroll to the section below-

  • Get all private dashboard with the help of the following soql :-  SELECT Id, Title, FolderName, FolderId, CreatedById, LastModifiedById FROM Dashboard USING SCOPE allPrivate ORDER BY Title
  • After following the above mentioned step, the user will now view a list of reports including private reports. Now, the user can swiftly scroll to the private folder and select & delete the report. 
  • After selecting the report, the user needs to click on the ‘Delete Row’ tab like in the pic above.

Although the process seems very simple, it’s these basic things that we often tend to skip in all the hustle. Usually, the user fails to use the ‘USING SCOPE allPrivate’ in the SOQL and misses the private folders from the view. 

However, using it will ensure that every report is visible on your dashboard 

making it easy for you to make changes or delete private reports or dashboard.

This article must have simplified the data report deletion process of private reports; however, to learn more tricks and solutions, keep visiting our website and get latest technology updates, challenges and solutions.

Also read: How To Work with Styled Component in React JS


Vaibhav Sharma

A technical graduate with a passion for writing, he has been educating readers about technical innovations and trends like blockchain, internet of things, Salesforce and much more.

Leave a comment

Your email address will not be published. Required fields are marked *