Reports and Report Folders

How public and private folders affect report deployments

Valerio Chang avatar
Written by Valerio Chang
Updated over a week ago

Reports and report folders are metadata types supported by the Salesforce API.   

Report visibility in Gearset

By default, reports are stored in the Private Reports folder, which is not accessible via Gearset, so any reports saved there will not show in a Gearset comparison.

Here you see that New Contacts & Accounts Report private is saved in the default Private Reports folder and is not accessible via Gearset.

In order to make reports deployable, they will either need to be put into the default Public Reports folder or a folder you create.

If you save the report in the Public Reports folder, the report will show as unfiled$public/(ReportName)

If you save the report in a custom folder, the report will show as FolderName/ReportName.

Report visibility in Salesforce

If you don’t want users to be able to access reports or report folders within Salesforce you will need to disable Manage Reports in Public Folders and View Reports in Public Folders for the profile in question.

Deploying Reports and Report Folders

Comparisons and filters

When performing a comparison where you want to include both reports and report folders, select the Report metadata object and “All Items”.

This will show both:

If you only want to see report folders then select the Report metadata object and deselect “All Items”

This shows only the Report Folders.

When selecting individual reports:

The comparison shows those reports and all report folders, not just the one associated with the selected report.


Selecting a report to deploy.

If the report’s folder does not already exist on the target, it will be included as a suggested solution.

If the suggestion is not added the validation will fail.

If the report is in the Public Reports Folder a folder will not need to be added.

If you have any another questions feel free to get in touch via the in-app chat.

Did this answer your question?