Sometimes when creating reports people get confused by the Salesforce field formatting. Or sometimes you just want a shorter name in the report. On the Edit Layout screen you can click on a field and then click Edit Properties and change how it will display on the report or whether or not it will be on the report by default.
Full Answer
How do I change the default record type in Salesforce?
Once in the profile, go to the Find Settings box, enter the name of the object the record type you want to change is on, then select that object from the list of permissions. Once in the object, then open it for editing, and select the record type you now want as the default.
Where can I find more information about custom report types?
You can find more information about Custom Report Types within Salesforce Help & Training. Search for "Custom Report Types Overview". You can change field labels (and therefore column names) in reports if your report is created from a Custom Report Type.
Is it possible to change field labels in reports?
You can change field labels (and therefore column names) in reports if your report is created from a Custom Report Type. Thank you for your response.I went to the custom object and changed the field labels and the change reflected in the report.
How do I change the default record type of an object?
Once in the object, then open it for editing, and select the record type you now want as the default. If you want to delete a record type, you must repeat this step for all profiles it is default on.
How do I change the report format in Salesforce?
Matrix ReportsOn the Reports tab, click New Report, choose the Opportunities report type, and click Create.Apply the following filters: ... Click Tabular Format and change the report format to Matrix.Group the report by Type by dragging that field into the column grouping drop zone.More items...
How do I change report reports in Salesforce?
From the Reports tab, click New Report. Select the report type, and then click Create. Note You can't change the report type after the report is created.
How do I change the dashboard settings in a Salesforce report?
I am following these instructions:Click Add | Row Limit.Set the Row Limit to 10 , 25 , or Custom . If you choose custom enter a number between one and 99.Set the Sort By and sort order options. ... Click OK.Click Dashboard Settings in the toolbar.Choose a Name and Value to use in dashboard tables and charts. ... Click OK.
Can you edit standard report types?
Standard report types can't be edited, new fields are automatically added. For unrelated objects, or parent objects in lookup relationships only, a single Standard Report Type is created, named as per the object plural name. E.g. “Rubric Scores”.
What are the different types of reports available in Salesforce?
Types of Salesforce Reports There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
How do you know if a report is standard or custom?
From Setup, enter Report Types in the Quick Find box, then click Report Types. Select Reports as your primary object....The "Report Type" field will display one of the following:The name of the Report Type chosen in the report builder.The name you previously designated (if the Report Type is Custom)A numeric value.
How do I change the default dashboard in Salesforce?
Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.
How do I change the display in Salesforce dashboard?
Click Customize Page in the Dashboard section of the Home tab.Search for a dashboard and select a different dashboard from the drop-down list.Click Refresh to refresh the data in your dashboard.
Where are the dashboard settings in Salesforce?
Click Dashboard Settings in the toolbar. Choose a Name and Value to use in dashboard tables and charts. Tables show both name and value.
How do I create a custom report type in Salesforce?
From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...
What is the difference between custom report types and standard report types in Salesforce?
Standard and Custom Report Types Standard report types cannot be customized, and automatically include standard and custom fields for each object within the report type. Custom report types are added by an administrator. Within a custom report type, you can specify which objects and fields are included in the report.
Where are standard report types in Salesforce?
When you go to create a New Report, it will show you all available Report Types, including all of the Standard Report Types. Examples of "Standard" report types would be "Accounts" and "Leads".