- Click on the report name
- Click the Edit Button (not the down arrow next to it)
- Click the Arrow next to the Save Button (not the button)
- Click on the Properties drop down
- Edit the name/description
- Edit a report.
- Open the properties menu. In Lightning Experience, next to the Save button, click. | Properties. In Salesforce Classic, click Report Properties.
- Under Report Description, give your report a helpful description.
- Click Save.
How do I view reports in Salesforce?
Search for Reports and Dashboards from the Reports Tab in Salesforce... Report on Chatter Top 100 Feed Item Views with Interaction Count... Update Multiple Fields Inline on the Report Run Page in Lightning...
How do I edit a custom report type?
Find and open the desired Custom Report Type, then clickEdit Layout. Double click or select the desired field and click Edit Properties. To rename multiple fields at a time, press the Shift key while selecting the fields.
How to provide individualized views of a dashboard in Salesforce Lightning?
Provide Individualized Views of a Dashboard in Salesforce Classic... Expand Dashboard Components to See a Larger Version in Lightning... Set Decimal Places for Numbers in Dashboard Charts, Tables, and... Dynamic Dashboards: Choose Who People View a Dashboard as in... Share an Image of a Dashboard Component on Chatter in Lightning...
How to take control of your Salesforce experience with CRM analytics?
Take Control of Your Salesforce Experience with CRM Analytics Custom... Distribute Prediction Definitions and Models With Managed and... Report on Chatter Top 100 Feed Item Views with Interaction Count...
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 delete a report description in Salesforce?
To delete the folder, uninstall the managed package or contact the package provider for help.On the Reports or Dashboards page, find the report or dashboard you want to delete and select the Delete row level action. ( If necessary, scroll to the right to see .) ... Click Delete to confirm.
What is report description?
noun. an account or statement describing in detail an event, situation, or the like, usually as the result of observation, inquiry, etc.: a report on the peace conference; a medical report on the patient. a statement or announcement.
How do you change a report name?
Rename a page in a reportOpen the report in Editing View.Locate the report page tabs at the bottom of the Power BI window.Open the report page that you'd like to rename by selecting the tab.Double-click the name on the tab to highlight it.Type a new report page name and select ENTER.
How do I add a description to an existing report in Salesforce?
Feed Click on the report name. Click the Edit Button (not the down arrow next to it) Click the Arrow next to the Save Button (not the button) Click on the Properties drop down. Edit the name/description.
Can we delete record from report in Salesforce?
You can only mass delete records of custom objects in Database.com. The record types you can mass-delete include cases, solutions, accounts, contacts, leads, products, and activities. Here are some ways that mass delete is handy.
How do you format a report?
Keep the formatting of titles, headings, bulleted lists, labels, and other text the same throughout the report (same font, size, color, and so on). In a printed report, keep page numbers and other reference text such as section titles in the same place on every page.
What are the three types of reports?
There are three typical types of reports. Basic Reports. Basic reports are divided into detail reports, grouped reports, crosstab reports, and other basic table samples. ... Query Reports. ... Data Entry Reports.
What are the different types of reports?
What Are The Different Types Of Reports?Informational Reports. The first in our list of reporting types are informational reports. ... Analytical Reports. ... Operational Reports. ... Product Reports. ... Industry Reports. ... Department Reports. ... Progress Reports. ... Internal Reports.More items...•
How do I change the description of a report in Salesforce lightning?
Edit a report.Open the properties menu. In Lightning Experience, next to the Save button, click. | Properties. In Salesforce Classic, click Report Properties.Under Report Description, give your report a helpful description.Click Save.
Can we change the report name in Salesforce?
Open the properties menu. | Properties. In Salesforce Classic, click Report Properties. Under Report Name, enter a new name for the report.
How do you edit information in a report?
Open the Edit Report window in one of the following ways: ◦ Select Edit from the right-click actions menu in the Reports table for the report you want to edit. ◦ Click the edit icon for the report in the Reports table. ◦ Select Edit from the Actions menu on the report information page.