- 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.
What is inline editing in Salesforce reports?
Inline Editing in reports follows the Salesforce architecture. Other restrictions apply. For example, you can’t edit the Amount when the Opportunity is closed. More restrictions are documented here. What’s Next? So what’s next after we allow you to Inline Edit different data types?
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...
What is reporting in Salesforce Lightning?
by Ankita Dutta 07. June 2021 Lightning Reports and Dashboard, Summer 21 Up until now, reporting was primarily a view-only tool. You mainly built Salesforce reports to visualize your data in different forms, slice and dice the data, add charts to it, and build dashboards.
What is a Salesforce standard report?
Standard Salesforce reports are something surely every admin and most likely the advanced users are accustomed to building day-in and day-out to visualize the data in various ways. Reports represent the analytics base of Salesforce as well as a dynamic, user friendly and much prettier alternative to pivot tables and many excel formulas.
How do I edit an existing report in Salesforce?
Open a report and hover over the text, numeric, or checkbox field that you want to edit. If you see a pencil icon, you can click it, modify the value, and then save. The field value is updated on the report and in the source record, and the report reruns automatically.
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.
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 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.
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.
Can we edit standard report types in Salesforce?
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.
How do you delete a field from a report type in Salesforce?
On the Report Type, locate the Fields Available for Reports section and click Edit Layout. On Field Layout Properties, locate the EventApi__Event__c field. It will show up as DEPRECATED. Drag and drop the DEPRECATED field to the Fields Lookup window on the right-hand side to remove it.
What is the difference between report and report type?
In Salesforce, reports are created by first selecting a report type. A report type is a template which defines the objects and fields that will be available to use in the report you create. Out of the box, Salesforce provides many useful standard report types.
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.
How do you edit a report?
Add or edit a report titleOn the Design tab, in the Header/Footer group, click Title. ... When the label is created, the text in the label is selected for you so that if you want to change the text, you can just begin typing the title you want.Press ENTER when you have finished.
How do I change the name of a report folder in Salesforce?
On the Reports or Dashboards page, find the report or dashboard you want to rename and select the Rename row level action. Alternatively, navigate to the report or dashboard folder, click. next to the New Folder button, and select Rename.Enter the new name.Click Save.
What is Inline Editing in Salesforce?
Inline editing is the ability to change the value of a field, without needing to navigate to a record. Inline editing means being able to update a record from somewhere other than the record page, such as a list view or report. It has multiple benefits including fewer clicks and greater user adoption of features and Salesforce.
What is a Salesforce Report?
Standard Salesforce reports are something surely every admin and most likely the advanced users are accustomed to building day-in and day-out to visualize the data in various ways.
Salesforce Reports vs. List Views
One of the most frequent user questions I bump into is definitely “How can I export my Opportunities to update each one in Excel?”.
Inline Editing in Reports
The limitations around list views, as well as a huge demand to improve native reporting capabilities, did make inline editing within Salesforce reports a dream come true.
Salesforce Reports Inline Editing Use Cases
Inline editing in reports isn’t just for the Sales team! The inline field edit can be a time saver for Support and Marketing teams as well. For example, if the Marketing team is using Salesforce Campaigns, there is surely at least one dashboard used to track performance or perhaps other KPIs.
Summary
Inline editing within reports is a valuable functionality (even though still beta) that is sure to help you drive adoption with your users while keeping them within Salesforce rather than external tools, such as Excel.
