Report Manager Pro

Identify Unused Reports Faster See reports not run for a selected period and reports linked to inactive users. Filter by folder, last run, creation date and creator to focus cleanup on the reports that need attention.

Move, Archive and Delete in Bulk Move or archive multiple reports into selected folders, export report information and permanently delete reports no longer needed. Track previous folders and archived-report history.

Check Dependencies Before Cleanup See which reports feed dashboard components, have subscriptions or run on Salesforce schedules. Review folder sharing and report access before deciding what to archive or delete.

Automate Recurring Report Cleanup Schedule archive or delete jobs using your selected folders, filters and inactivity thresholds. Run cleanup daily to yearly, monitor scheduled jobs and receive completion notifications.

Understand Actual Report Usage Review report run history and ongoing activity tracking. With Salesforce Event Monitoring enabled, analyse run counts over selected periods to distinguish used reports from unused ones.

Analyse Report Types and Field Usage See which reports use each Report Type and which fields appear in filters, columns, groupings and aggregates. Compare field usage across two to four reports to assess overlap before cleanup.

Improve Report Documentation Identify reports missing descriptions, edit them directly or generate descriptions from report metadata. Review RMP change logs and roll back description updates made through RMP.

Schedule and Distribute Reports Email multiple Salesforce reports now or on a recurring schedule. Choose recipients, customise subject and message, send attachments or links, and omit reports with no data.

Manage Report Folders and Access Select folders in bulk with advanced queries and saved templates. Review folder hierarchies, sharing and report access, and remove empty report folders to reduce clutter.