Use case: unable to delete report because it used in dashboards.
When you try to delete the report, Salesforce returns the following error:
Report cannot be deleted
One or more dashboards depend on this report. Please delete the dashboard components referring to this report and try again.
The issue is, it does not tell us which dashboard content report that we want to delete.
So, let us find the related dashboards.
1. Create Report Type
Reports (A)
with at least one related record from Dashboard Components (B)
You can add Dashboard information to this report, such as:
- Dashboard ID
- Dashboard Running User (run as specified user, or let authorized users change running user)
- Folder
- Running User (this is viewing user name)
- Running User Active
- Title
You may find in some of the reports, there is no Dashboard info, even the report type is Reports with at least one related record from Dashboard Components, this is pretty confusing, right?
Possibility (1)
The dashboard has been
deleted, you are right, however, once the dashboard is deleted (in recycle bin), the system
allows you to delete the report.
If you see from the above screenshot, the first line does not have dashboard info, this because the dashboard is deleted, and system allows me to delete the report, so this does not fit our use case.
Possibility (2)
The dashboard is stored in someone
Private folder.
The difference here, we can see dashboard Title and no other info. For this case, we cannot delete the report.
2. Query from Private foldersFor reports used as the source of dashboards that are stored in someone's private dashboard, you need to query from the Private folder. You need to have this permission of "
Manage All Private Reports and Dashboards", so
you can query the dashboard and report stored in the Private folder. You also need to add '
allPrivate' query scope to find Reports and Dashboards in private folders.
To return reports in private folders that haven't been run for more than one year:
SELECT Id, OwnerId FROM Report USING SCOPE allPrivate WHERE LastRunDate < LAST_N_DAYS:365
To query reports inside a specific User's private folder:
SELECT Id FROM Report USING SCOPE allPrivate WHERE OwnerId = '005A0000000Bc2deFG'
To query all dashboards stored in the User's private folder:
SELECT Id, Title, FolderName, FolderId, CreatedById, LastModifiedById FROM Dashboard USING SCOPE allPrivate ORDER BY Title
Note:
For Dashboard:
- You should look at
FolderId - this is where the dashboard or report is stored.
- The dashboard or report can be created by someone else, so don't look at CreatedById.
For Report:
- Look for
OwnerId; this will tell you who owned the report stored in the private folder.
First QuerySELECT Id, DeveloperName, OwnerId, CreatedById, Owner.Name, CreatedBy.Name, CreatedBy.IsActive, Name, LastRunDate FROM Report USING SCOPE allPrivateThis query will return all reports stored in all user's private folders.
Second Query
SELECT Id, DeveloperName, OwnerId, CreatedById, Owner.Name, CreatedBy.Name, CreatedBy.IsActive, Name, LastRunDate FROM Report
This query will return all reports in your private folder, public folders, and all custom folders.
So, if you combine the results of the above query, you will get duplicate results for reports that sit in your private folder, so you can exclude those reports from the second query, such as
SELECT Id, DeveloperName, OwnerId, CreatedById, Owner.Name, CreatedBy.Name, CreatedBy.IsActive, Name, LastRunDate FROM Report WHERE OwnerId <> '00580000004JEgTAAW'
Reference:
