Salesforce Report & Dashboard Explorer

A modern CLI tool with a web interface to explore and analyze Salesforce Reports and Dashboards with metadata viewing capabilities.

Features

• 🎨 Dark Theme UI - Beautiful dark-themed interface using Tailwind CSS
• 📊 Reports Explorer - Browse and view all reports in your org
• 📈 Dashboards Explorer - Browse and view all dashboards in your org
• 🔍 Search & Filter - Quickly find reports and dashboards
• 📝 Monaco Editor - View metadata in a professional code editor
• 📥 Download JSON - Export metadata as JSON files
• ↔️ Resizable Panes - Adjustable split view with draggable splitter
• 🚀 Fast & Responsive - Built with Express.js and modern JavaScript

Prerequisites

• Node.js 18+ installed
• Salesforce CLI (sf) installed and configured
• Authenticated Salesforce org

Screenshots

Installation

npm install -g sf-reports-dashboards-explorer

Usage

srde start -o [email protected] -p 8080

Command Options

srde start [options]

Options:
  -o, --org <username>   Salesforce org username or alias (default: "username")
  -p, --port <port>      Port number (default: "3000")
  -h, --help             Display help for command

Features Overview

Left Pane - Items List

• Tabs: Switch between Reports and Dashboards
• Search: Filter items by name, developer name, or folder
• List View: Shows item name, developer name, folder, and format
• Click to Select: Click any item to view its metadata

Right Pane - Metadata Viewer

• Monaco Editor: Professional code editor with syntax highlighting
• JSON Formatting: Beautifully formatted metadata
• Download: Export metadata as JSON file
• Header Info: Shows item details (name, type, developer name, folder)

Splitter

• Drag the splitter between panes to adjust the layout
• Minimum widths enforced for usability

API Endpoints Used

The application uses the following Salesforce REST API endpoints:

Reports

• List: SOQL query via sf data query
• Metadata: /services/data/vXX.0/analytics/reports/{reportId}/describe

Dashboards

• List: SOQL query via sf data query
• Metadata: /services/data/vXX.0/analytics/dashboards/{dashboardId}/describe

Troubleshooting

Org Not Authenticated

If you get authentication errors:

sf org login web -a myalias

Port Already in Use

If port 3000 is in use, specify a different port:

srde start -o myorg -p 8080

Permission Issues

If you can't access reports/dashboards, ensure your user profile has:

• View All Data OR
• View Reports in Public Folders
• Manage Dashboards in Public Folders

License

MIT (c) Mohan Chinnappan

Made with ❤️ for Salesforce developers