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Report Manager Free
Automate report management and keep Salesforce organized with ease
- Industries
- Horizontal Product
- Business Need
- IT & AdministrationAdmin & Developer ToolsDashboards & Reports
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
Keep your Salesforce org clean with Report Manager Free! Easily identify and remove outdated standard reports, reducing clutter and improving efficiency. Maintain a well-organized reporting environment as your org evolves.
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Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 8 of 8 Reviews
Awesome
Good for Report
Amazing app
Report Manager Free is a game-changer! Archiving and deleting unused reports in bulk has decluttered our Salesforce org efficiently.
Works as expected aka great
Did what it was suppose to do: Archive "old" reports. For a free version and with our requirements more than enough. Thanks again for creating this solution.
Great App!
Very useful app! We've had lots of issues keeping our number of reports down to a manageable level, and this app has made it so much easier. Plus, the developers have been very responsive when I reached out with questions, and have worked with me to help with any issues I had. I highly recommend this app!
Horrendus, but in a very good way!
I dread to think how long this would have taken me, but in under 10 minutes I had installed and run this app, identifying over 200 reports that had not been used in the last year (I could choose my own date range if I wanted to). With one click I've exported this into Export (sorry!), with URL links to the reports in question and the next decision I'll discuss with the client is whether to hit the "archive" or "delete" button on all these reports. Thank you so much Reports Manager!
Badly-needed functionality, great support
It baffles me that this isn't out-of-the-box functionality, but here we are. Thankfully this great little app exists! It was able to handle almost 11k reports in one go! I didn't realize that you had to have the tool show the reports first, then you could archive them. Because of this, I had to reach out to get help. The developer was very responsive and helpful! Once he explained that you have to have the tool pull the reports you want archived before the archive functionality could work, I felt a little silly at how obvious that was. PRO TIP - if any report folders have an apostrophe in the name, the tool cannot process them so be sure to remove them from the folder names before attempting to archive
Very helpful for managing out of control report repository!
This very helpful solution provides essential 'intel' needed to effectively manage (view and/or export meta-data) Salesforce Reports ranging from "Reports not run since" a specific date or a specific time period (1, 3, 6, 9, 12, >12 months) to identifying empty report folders to details regarding every Scheduled report. Support responded immediately to a question I had with an offer to schedule a time to troubleshoot live via GoToMeeting. Easy to install, easy to use!
The Best Report Cleaner Ever
We were being Crushed by a massive amounts of reports which we had no clue what to do with or when they were last run or if anyone was actually using them. We found out the Reports Manager Free and gave it a try and it told us the number of reports that had not been ran in the past 3 years. We were able to download the list as an export and then delete all 5236 reports that were just wasting space, it would have been more if the other ones were not tied to a Dashboard. It was easy, clean, and easily reproduceable. It's a miracle that the team created something like this to help us struggling admins. Now we feel like we have some mental clarity and a way to clean out those reports that we're not sure about. Thank you for this!
Thanks Andrew! Glad you are enjoying the App!