You can report on and extract specific data from your Salesforce Org Model. You can then use these reports to analyze your data in greater detail by filtering and sorting relevant information, or you can export it to Excel files if you wish to import it into other systems.
Article outline
Prerequisites
How to generate a report in the Org model
Selecting the objects you want to report on
Types of reports and how you could use them
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Prerequisites
Registered and verified Elements account
Sync'd Salesforce Org
Permissions to access Org Model
How to generate a report in the Org model
Click on the reports icon on the toolbar in the upper-right section of your screen.
Clicking on the "Run new report" text button will bring back a dialog where you can choose the type of report you want to run.
Selecting the objects you want to report on
Every report is generated against the currently displayed scope of the org model.
By default, the whole Org Model is opened and so the reports will be generated against the entire Salesforce configuration - which can sometimes cause reports to crash due to the amount of data being fetched.
When generating a new report you will be prompted to select the object you want for the scope of the report.
You can also limit the scope of the org model by selecting a specific section of your org model and clicking on the "Make node root" icon on the toolbar or the right-click context menu. This will re-generate the org model to focus only on that specific hierarchy of your configuration. Generating reports (especially field ones) should then work better.
Using the "set as root node" icon:
Right-clicking to make the node root:
You can see which node is the 'root' by checking the path at the top of the Org model.
Types of reports and how you could use them
Identify fields for deprecation based on utilization and dependencies :
List all fields for a selected object with utilization by record types and dependenciesAudit fields by how they are being granted access:
Lists all fields with associated profiles, permission sets, and permission set groupsReview the scope of changes to metadata across time frame:
Lists all detected changes by metadata API name, type, user, and type of change.Generate a comprehensive list of metadata inventory:
List all components from the metadata dictionary with their corresponding API names, Type and other attributes.