Hide Unused Report Types

Last Updated on August 2, 2017 by Rakesh Gupta

Hide Report

After Spring’14 release you can able to hide unused report type in Salesforce.It is one of the fantastic feature from Sprin’14 release because it’s giving you a way by which you can hide report type that is currently not in use.

Use Case: – In past due to some business requirement you created one custom report type, but now you don’t want to allow your users to create report for that report type. So one option is delete that custom report type but when you delete custom report type any reports based on it are also deleted. Any dashboard components created from a report based on a deleted custom report type display an error message when viewed.

Note :- After Spring’14 release you can hide Standard as well as Custom report type.

Configure Hide Unused Report Types for your organization

This feature available in Developer, Performance, Enterprise, Professional, Contact Manager, Group and Unlimited editions except Database.com. To configure it follow the below steps

1) Click on “Report” Tab in Salesforce.

Reports Tab
Reports Tab

2) Click on “New Report” button as shown in below image.

New Report button
New Report button

3) It will redirect you to Create New Report page then select “Select Report Types to Hide” check box.

Select Report Types to Hide
Select Report Types to Hide

4) Click on plus sign expand, the green check() mark next to a report type means it’s visible to everyone. click the check mark to change it to an “X” and hide that report type.

Hide Report Type
Hide Report Type

Here I hide “Account History” and “Contact History” Report type.

5) Once done, Click on Report tab to go back.

Now it’s time to test it

1) Go to “Report” tab, then click on “New Report” Button.
2) User can only select unhidden report types, if they don’t have “Manage Custom Reports” user permission they can’t able to see hidden report types.

Unhidden Report types
Unhidden Report types

If you like this blog or you have a question please leave your comments, I’ll try to answer it. Thanks for your time to read my article.

12 thoughts on “Hide Unused Report Types

    1. 1) On the Reports tab, click New Report.
      2) Select Select Report Types to Hide.
      The green check mark next to a report means it’s visible to everyone.
      To hide the report type, click the check mark to change it to an X.

  1. We’ve gone ahead and hidden report types we don’t want our users to use, but now we’ve found that you can change the report to a Joined report and see all of the hidden report types. Is there any workaround to this?

    1. Report and Report type are two different things. As soon as you hide report type user will not able to see those hidden report types. Actually I didn’t get your question could you please explain it again.

      1. Hi Rakesh,

        We’ve hidden our Report Types so if a user goes to create a new report they can only see the Report Types that we haven’t hidden.

        It seems there is a workaround to this, though, because if that user goes ahead and creates a new report, changes the report from Tabular to Joined (next to Preview), when they click on “Add Report Type” in their Joined report it shows them all of the Report Types including the ones I’ve hidden.

          1. Thanks, Rakesh. I logged a ticket and it turns out that this is only a workaround for system administrators. The report types are hidden from end users when they try to add a report type to a joined report.

  2. Hi Preethi,

    You can’t move standard Reports from one folder to another folder, but you can move custom Reports from one folder to another folder. Let me know what you are looking for

  3. Hey Rakesh ! we are trying to create a automated process to move unused reports from one folder to another folder with any manual intervention ,can this be achieved ? Please guide me if this can be achieved..

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