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How to deploy reports in Salesforce?

Published Jun 19, 2023
How to deploy reports in Salesforce?

In this post, we are going to see how we can import the report from one org and then how to deploy that report to the new org?
First we need to extract or retrieve the report from the Origin Salesforce org.

In this case I have used the workbench -https://workbench.developerforce.com/

Activity - Retrieve##

<?xml version="1.0" encoding="UTF-8" standalone="yes" ?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
   <types>
        <members>ReportFolderToImport/ReportToImport_eWx</members>
        <members>unfiled$public/Account_ReportToImport_QFO</members>
        <name>Report</name>
    </types>
    <version>57.0</version>
</Package>

Now here there are two examples that you can see.

  1. Public Folder
  2. Custom folder (Here we need to create the folder first in the destination org manually. (As of now I have not researched for the custom folder deployment)

Activity - Deploy##
Now we need to deploy the files that have been pulled from the org.
But you can see that the reports that have been retrieved are in the order of the folder structure they were retrieved.
image.png

Same zip file that is downloaded can be used to deploy it to the destination org.

Note: Please ensure that the same folder name is created for the reports that are beloning to the custom folder. For public folder there is no need to do anything.

Now the reports can be deployed using same zip file to the Destination org.

The end result will look like this.

screenshot-2023-06-14-at-17.16.23.png

Now if you go to the destination org, you can see the report created.

                              Peace ✌️
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