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Creating comprehensive report inventories from Salesforce typically requires manual navigation through folders and copying data. You need folder hierarchy information alongside temporal data to track report changes over time.
Here’s how to extract complete report catalogs with folder organization and modification tracking automatically.
Generate automated report inventories using Coefficient
Coefficient accesses the Report object with related Folder information through custom SOQL queries. You can create comprehensive report catalogs that include folder hierarchy and track changes over time with automated refresh scheduling.
How to make it work
Step 1. Create your custom SOQL query for report inventory.
Use this query: SELECT Id, Name, FolderName, LastModifiedDate, LastModifiedById, CreatedDate FROM Report ORDER BY FolderName, LastModifiedDate DESC. This organizes reports by folder with the most recently modified items first.
Step 2. Set up weekly automated refreshes.
Configure scheduled refreshes to monitor report activity automatically. This tracks when reports are created, modified, or moved between folders without manual checking.
Step 3. Apply dynamic filters to identify stale reports.
Filter for reports where LastModifiedDate is older than 6 months to identify unused reports. Use Salesforce date filtering to focus on specific time periods.
Step 4. Use Formula Auto Fill Down for additional calculations.
Calculate days since last modification or create clickable Salesforce URLs using report IDs. Formulas automatically apply to new rows during refresh.
Maintain ongoing visibility into your reporting infrastructure
This eliminates manual effort while providing continuous insight into report usage patterns and folder organization. Start tracking your Salesforce report inventory automatically.
