Last Updated on June 1, 2022 by Rakesh Gupta
A folder is a place where you can store report, dashboard. Folders can be public, hidden, or shared, and can be set to read-only or read/write. It means a user may have access to several report and dashboard Folders. It’s difficult to find the report folder that you are looking for when it’s required, every time you have use search option to find report folder.
Business Use case
Users in Universal Container use report folders daily. In their organization, they have more than 200 report folders. Users want a way to move Opportunity report folders to the top of the page.
Automation Champion Approach (I-do):
Now you can able to pin report folder like you can pin objects after searches. Pin to report folder feature available in all Editions. To pin an Einstein Bot Reports folder follow the below instructions
- Navigate to the Reports tab
- Move your mouse cursor next to Einstein Bot Reports folder and select Favorite from the drop-down
- Now you can access Einstein Bot Reports folder from Favorite drop-down menu or All Favorites section.
Now you can pin your most-used report and dashboard folders to the top of the folder list so you don’t have to scroll down every time.
Unpin report folder
To unfavorite a report folder follow the below instructions
- Navigate to report folder that you already Favorite in our case Einstein Bot Reports folder
- Click on unfavorite, as shown in the below screenshot
Formative Assessment:
I want to hear from you!
What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? Feel free to share in the comments below.
We have this fuinctionality working in one sandbox, but it is not working in our full sandbox or production. We did not enable any settings (including in the box where it is working). The release doc does not reference a need to do so. Is anyone else experiencing problems?
Hi Tammy,
Not working it means not enable or what ? For your information production org is not updated to Summer’14 yet, so you can’t use this feature on Production org.
Hey Tammy,
This feature only available in Summer ’14 release.
Right now, not all sandbox in Summer ’14 yet, some of them still in Spring ’14.
Check this link http://trust.salesforce.com/trust/maintenance/ if they are not listed here for Major Release Schedule, they still in Spring ’14.
And for the PROD, except you in NA1, you should be still in Spring ’14.
Got it?
Cheers – Johan
Johan,
This is summer’14 enhancement, you can test this functionality in pre-release org for time being. On June 6th Sandboxes will be upgraded.
oh cool, Summer ’14 for pin on report. Pin on Search Result is available now.
And the limitation is user can pin only 10 report folder.
Love this simple enhancement. I see it in Search result.
But, can you advise if I missed something or something need to configure,
I do not see pin in my folder report?
See this screenshot:
https://na3.salesforce.com/sfc/p/#300000000SHq/a/50000000H2fe/IBxcGmIYSMGqQ6eiJduGrlSCSSfs0TnIPveV3lcim10=
Thanks.