---
schema_version: "1"
id: 3dcba065f6d38f19ced4e8e78e033fe3833ae9ee80becc5cfdaa0e0e2770e999
title: Organize Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/rd_reports_organize.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.rd_reports_organize.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b8c76a8cf629792947a60cd15429fc13f03adfb18e4d3a7cbb4e3cc7ddc50ec9
description: Keep your reports at your fingertips by sorting them into folders and deleting unused reports. If you have a lot of reports, you can use the search field to find the one you need.
products:
  - Cross Cloud
release: "264"
---
# Organize Reports

Keep your reports at your fingertips by sorting them into folders and deleting unused reports. If you have a lot of reports, you can use the search field to find the one you need.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Folder Sharing</td></tr></tbody></table>

1. **[Search for Reports and Dashboards in Lightning Experience](https://help.salesforce.com/s/articleView?id=analytics.reports_search_lex.htm&release=264.0.0&type=5)**  
    When using the report and dashboard search in Lightning Experience, look for a report by name. To refine your results, sort or search within a selected folder.
2. **[Search for Reports and Dashboards from the Reports Tab in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_search.htm&release=264.0.0&type=5)**  
    When using the report and dashboard search, look for a report by name, description, or who created it or modified it last. Filter, sort, or search within a selected folder to refine your results.
3. **[Get the Information You Need from the Reports Tab List View in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.analytics_listview_customize.htm&release=264.0.0&type=5)**  
    You can resize, hide, reorder, and sort columns, and select the number of records to display in your list view on the Reports tab.
4. **[Customize Report and Dashboard Lists in Lightning Experience](https://help.salesforce.com/s/articleView?id=analytics.rd_customize_lists.htm&release=264.0.0&type=5)**  
    You can customize the columns in the list on the Reports or Dashboards tab.
5. **[Rename a Report](https://help.salesforce.com/s/articleView?id=analytics.reports_properties_rename.htm&release=264.0.0&type=5)**  
    What’s in a name? A report by any other name still answers your business questions. When it’s time to change the name of a report, do so from report properties.
6. **[Describe a Report](https://help.salesforce.com/s/articleView?id=analytics.reports_properties_description.htm&release=264.0.0&type=5)**  
    Give your report a description to help people (and yourself) distinguish it.
7. **[Print a Report](https://help.salesforce.com/s/articleView?id=analytics.reports_print.htm&release=264.0.0&type=5)**  
    Print a report from the run page of a report using your browser’s print function.
8. **[Keep Favorite Report Folders in View](https://help.salesforce.com/s/articleView?id=analytics.reports_pin_folder.htm&release=264.0.0&type=5)**  
    Pin your most-used report and dashboard folders to the top of the folder list so you don’t have to scroll down every time you need them.
9. **[Hide Unused Report Types](https://help.salesforce.com/s/articleView?id=analytics.reports_hide_report_types.htm&release=264.0.0&type=5)**  
    If your users use only a subset of the available standard report types, you can hide the ones they don’t need.
10. **[Run Reports in the Background](https://help.salesforce.com/s/articleView?id=analytics.reports_background.htm&release=264.0.0&type=5)**  
    Run large reports in the background so you can keep working in Salesforce without waiting for results to display. This is a good way to run data-intensive reports that might otherwise time out due to the large number of report results.
11. **[Deliver Your Report](https://help.salesforce.com/s/articleView?id=analytics.reports_sharing.htm&release=264.0.0&type=5)**  
    To get the information in your report to the people who need it, you can share the report’s URL, make the report available for Chatter feeds, or export the data to another tool, such as Excel. You can also set the report to run on a schedule so that viewers always have the latest information.
12. **[Embedded Report Charts](https://help.salesforce.com/s/articleView?id=analytics.reports_embed_showcharts_pages.htm&release=264.0.0&type=5)**  
    Typically, users have had to navigate to the Reports tab to find data. But you can give them valuable information directly on the pages they visit often. To do that, embed report charts in detail pages for objects. When users see charts on pages, they can make decisions based on the data they see in the context of the page without going elsewhere. For example, an opportunity record shows important data directly on its detail page.
13. **[Delete a Report](https://help.salesforce.com/s/articleView?id=analytics.reports_delete.htm&release=264.0.0&type=5)**  
    You can delete a selected report from the Reports tab or from its run page.