how to rename a report in salesforce

Rename Report Columns without changing the Field names.

• Navigate to: Setup, enter Report Types in the Quick Find box, then select Report Types.
• Find and open the desired Custom Report Type, then click Edit 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 ...
• Enter the desired display label in the Display As box and click OK. If you want to see how the renamed fields will display on reports, click Preview ...
• Save your changes.

Full Answer

Can I rename the report columns within a report type?

It is not possible to rename the Report columns within Standard Report Types. When creating a Custom Report Type (CRT), users are provided with the option to update the Display Label for any field that has been added to the CRT.

Is it possible to rename labels in a report?

Hi there, only if you create a Custom Report Type (CRT) do you have the option of changing labels for display purpose (and, even then, I would do so conversatively so as not to confuse users). Then every new report you build that is based on that CRT will show the renamed labels.

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 do I rename multiple fields at a time?

To rename multiple fields at a time, press the Shift key while selecting the fields. A new dialog box will appear. Enter the desired display label in the Display As box and click OK. If you want to see how the renamed fields will display on reports, click Preview Layout.

How do you rename a report?

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 rename a report column in Salesforce?

You can change the Field names in Custom Report types. Click Edit layout and Double Click on the field you what to change the name and enter the name you want to display in Report. Click on save. Now if you observe report with the report types the field name (Columns) will be changes as you modified.

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 field label in a Salesforce report?

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. A new dialog box will appear. Enter the desired display label in the Display As box and click OK.

How do I create a custom report 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...

Can we change the report type of a report?

The principal report type controls how common fields are named. A joined report must have a principal report type. You can change the principal report type at any time.

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.

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 I rename a field label?

Renaming Standard Field Labels Go to Build > Customize > Tab Names and Labels > Rename Tabs and Labels. Click Edit to the left of the Standard Object Name. Note the Next button in the lower right. You can click that to go right to rename the fields without touching the name of the object itself.

Can you rename a field in Salesforce?

You can change the name of almost any object, field, or tab in Salesforce.

How do I edit a custom label in Salesforce?

From Setup, in the Quick Find box, enter Custom Labels , then select Custom Labels. To create a label, click New Custom Label. To edit a label, click Edit next to the custom label. In the Short Description field, enter an easily recognizable term to identify this custom label.