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Report Manager Free

Find unused Salesforce reports and build the case for cleanup.

Overview

Report Manager Free helps Salesforce admins identify reports that haven't been run, review cleanup opportunities and receive an emailed business case with inactive report counts and estimated manual archiving hours. Explore Report Manager Pro.

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See How Report Manager Free Works

  • Identify Inactive Salesforce Reports (Free) Find reports that have not been run within a selected timeframe, giving admins a clear starting point for report cleanup.

  • Filter by Last Run Date (Free) Narrow reports by their last run date or a chosen inactivity period to focus on the reporting content most likely to need review.

  • See the Scale of Report Clutter (Free) Check how many reports fall within different inactivity periods and understand the potential scope of a cleanup project.

  • Generate an Emailed Business Case (Free) Receive a summary of inactive report counts and estimated manual archiving hours to help make the case for addressing report clutter.

  • Estimate Manual Cleanup Effort (Free) Turn report counts into an estimate of the time manual archiving could take, giving stakeholders a practical reason to investigate further.

  • Use More Targeted Report Filters (Pro) Add creation dates, user criteria and advanced exclusions to refine investigations. These additional filters require Report Manager Pro.

  • Investigate Reporting Intelligence (Pro) Explore subscriptions, schedules and dashboard dependencies. With Salesforce Event Monitoring, analyse detailed report run counts.

  • Move, Archive and Delete in Bulk (Pro) Manage large volumes of Salesforce reports without updating each one individually. Bulk actions are available in Report Manager Pro.

  • Automate Cleanup and Report Delivery (Pro) Schedule recurring report cleanup and report distribution to reduce manual administration. These tools are part of Report Manager Pro.

Salesforce reports accumulate as teams, projects and requirements change. Many stop being run but remain in folders, making it difficult to know where to begin cleanup. Report Manager Free gives Salesforce admins a simple, evidence-based starting point. With Free, you can: Identify reports not run within a selected timeframe. Filter reports by last run date or inactivity period. See the scale of potential report cleanup. Generate an emailed business case with inactive report counts and estimated manual archiving hours. Use these findings to prioritise which reports need reviewing and demonstrate the potential time involved in manual cleanup. A report's inactivity alone does not mean it is safe to remove. Need to take action at scale? Report Manager Pro adds advanced filtering, reporting intelligence, bulk moving and archiving, report usage analysis, documentation tools, automated cleanup and scheduled report delivery. These are Pro features, not included in Free. Install Report Manager Free to identify the opportunity and explore what's possible with Pro.

Categories

Business Needs
IT & Administration
Admin & Developer Tools
Dashboards & Reports
Industries
Horizontal Product
Personas
Administrator
Consultant
Data Analyst
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials
Supported Languages
English

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