- 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 Name, enter a new name for the report.
- Click Save.
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.
Can you rename report fields 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.
Can you edit a report description in Salesforce?
Edit a report. Open the properties menu. | Properties. In Salesforce Classic, click Report Properties....Required Editions and User Permissions.User Permissions NeededTo describe private reports:Create and Customize Reports1 more row
Can you inline edit a report in Salesforce?
0:001:24How to Turn on Inline Editing in Reports | Salesforce ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipThank you for joining this quick how-to screencast brought to you by salesforce. Support to see moreMoreThank you for joining this quick how-to screencast brought to you by salesforce. Support to see more content like this hit. Subscribe all right in this video i'm going to show you how to turn on
How do I change the field label in a Salesforce report?
You can rename the field entirely (including on page layouts and so on), using Setup > Customize > Tab Names and Labels > Rename Tabs and Labels.
How do you change 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.
How do I customize a 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...
How do I edit Inlines in Salesforce?
Go to Setup and search for User Interface. You can also go through the path of Platform Tools > User Interface > User Interface or Build/App Setup > Customize > User Interface (last option). Select Enable Inline Editing and Enable Enhanced Lists then Save. 1.
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.
What is inline editing in Salesforce?
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.
What is inline editing?
What is inline editing? Inline editing allows users to edit content displayed in HTML pages directly without having to switch between an edit mode and a view mode. Typically, users can edit more than just the text - they are presented with a menu or toolbar, allowing them to format the content as well.
What is inline report?
The Inline Report listing section describes the actions that are performed by the IPA inliner. In this report, the term 'subprogram' is equivalent to a C/C++ function or a C++ method. The summary contains such information as: Name of each defined subprogram.