Report Manager Pro for Salesforce

Turn a large report catalogue into a manageable review list. Filter reports by criteria including last run date, created date, modified date, creator and folder to quickly surface stale, old or potentially redundant reports that need attention.

Take action on multiple reports at once instead of managing them individually. Select the reports you want to clean up, then archive, move or delete them in bulk once you are confident they are no longer required.

Identify reports that are configured to run on a schedule before making clean-up decisions. See scheduled report activity alongside the wider report catalogue so automated reporting is not accidentally disrupted.

See which reports are being used by Salesforce dashboards before deciding whether they are safe to remove. Quickly identify dashboard dependencies without opening dashboards and tracing their source reports individually.

Find reports with active subscriptions so you know which reports are still being delivered to users. Include subscription activity in your review before archiving or deleting reports that may still be relied upon.

See which reports are built from each report type and identify custom report types that may no longer be needed. This gives admins the evidence needed to safely review redundant report types, particularly when approaching Salesforce limits.

Export filtered report lists and folder structures to Excel for stakeholder review, audit evidence or sign-off. Share a clear clean-up shortlist without manually rebuilding report information outside Salesforce.

Bring reports that are easy to overlook into the same review process, including private and managed-package reports. Get a more complete picture of the report catalogue instead of limiting clean-up to the reports that are easiest to find.

Move reports into archive folders before permanently deleting them. Remove stale content from active reporting areas while giving your team a safer intermediate step when there is still uncertainty about whether a report may be needed again.

Generate a business case showing the effort involved in cleaning up reports manually. Quantify the scale of the work to help demonstrate the value of structured report management and build a stronger case for clean-up with stakeholders and management.

Schedule recurring report clean-up instead of repeating the same manual process each review cycle. Automate archive or deletion activity based on your chosen criteria to help prevent report clutter from building back up over time.

Review the structure around your reports as well as the reports themselves. Identify and remove empty folders and review folder sharing so the wider reporting catalogue stays organised and easier to govern.