how to set report name in salesforce

In Salesforce Classic Click Setup Enter Report Types in the Quick Find box, and select Report Types Click New Custom Report Type In the Primary Object field, select Users Enter a name, label, description, and category for your new report type

Full Answer

How to create a new report in Salesforce?

Open your Salesforce account and choose the New Report option in the Reports tab. Click on Property and then Create to start the process. In this step, you need to select the elements you want to see in the report: Properties, Fields, and Filters. Opt for the desired report type.

What is a report type in Salesforce?

Report types in Salesforce are practically templates: you choose one type or another based on what kind of data you want to see. The report type defines which records and fields will be displayed in your report, based on how the primary object is related to other objects. There are several predefined report types you can use in Salesforce.

What is the default report format in Salesforce Lightning?

The tabular report is the default format. In Salesforce Lightning there’s now no longer a drop-down where you can choose the report type. It is the simplest Salesforce report type, which presents data in rows and columns.

Why does Salesforce let you create display names for fields?

That’s why Salesforce lets you create a display name (think of it as a nickname!) for your field so it’s more compact in the report and understandable to others who may not be aware of the context. For instance, replacing “number of” with a # works perfectly.

How do I 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 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.

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 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.

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

Where is Reports tab in Salesforce?

From the App Launcher, find and select the Sales app. Click the Reports tab, then click New Report. From the Choose Report Type menu, search for and select Opportunities, and then click Start Report. With the report builder open, click Filters to open the Filters pane.

How do you create a custom report?

Create a Custom ReportSign in to Google Analytics.Navigate to your view.Open Reports.Click Customization > Custom Reports > +New Custom Report.Enter a Title.(Optional) Click +add report tab. ... Select a report type: Explorer, Flat Table, Map Overlay, or Funnel. ... Define your dimension and metrics.More items...

What is custom report type?

What are Custom Report Types? Custom Report Types (CRT) gives Salesforce administrators the ability to create dynamic reports that go beyond the ability Standard Reports have. Think of Standard Reports as a canned reporting tool that is provided by Salesforce.

How do I change the report format in Salesforce lightning?

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 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.

How do I rename a label and tab in Salesforce?

From Setup, enter Rename Tabs and Labels in the Quick Find box, then select Rename Tabs and Labels to view a list of the tabs and objects you can rename. The renamed labels appear on all user pages in Salesforce including Personal Setup. In Lightning Experience, all pages in the Setup area use the renamed labels.

Can we rename column name in report Salesforce?

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.

What is Salesforce standard report type?

Salesforce standard report type is a predefined standard report type that cannot be customized. For example, “Accounts and Contacts” report type. Salesforce standard report type. Salesforce custom report type is added by an administrator and specified which objects and fields are included in the report.

How to delete a report in Salesforce?

To delete from the Reports tab, To delete from the report’s run page. To delete the Salesforce report from the Reports tab you need to go to the “Report s” at the Navigation Bar. Then click the Arrow Down button next to the report you want to delete and choose “Delete”.

How to export a Salesforce report?

Choose the Report to Export. To select the Salesforce report to export: Click on the “Reports” at the Navigation Bar, Click the “Arrow Down” button next to the report you want to export, Choose “Export”. Choose the Salesforce report to export. Step 2.

Why do we need Salesforce reports?

Among the reasons why you may need Salesforce reports is when you need to export the data to Excel or to build the dashboards. Also, due to the Salesforce report, you can make a data analysis based on your client’s requirements.

When will Salesforce be updated?

June 26, 2020. Updated on October 1, 2020. Salesforce offers you a powerful reporting tool that helps to understand your data. In this post, we’ll show how to create Salesforce reports, export them to Excel, subscribe to Salesforce reports, and place them to the dashboard.

How to simplify search in Salesforce?

To simplify your search, you can start typing in some keywords. For example, if you want a report on your deals, you can click and type in “Deals”, and you will see the suitable results to that. Select a Salesforce report type with the help of keywords. Step 3.

How to set up a report type?

Setting up the report type is simple: First, choose the parent object as the primary object. Then, choose the child object as the related object. Be sure to specify the option for “Each “A” record must have at least one related “B” record.”.

What happens if there is no record in Salesforce?

Analogous to a list view in Salesforce, when you only specify one object in your report type you will only have access to the data stored in the fields defined on that object for your columns*. Every row in this dataset represents a record. If there is no record, there will be no row in the data set. This is the concept of the “primary object”, which applies to all the report types we’ll be covering. If there is no record from the primary object, we will not see a row in our data set. In the sample data above, each table is already showing what the resulting data set would look like. Here is the account and opportunity data set:

Can a record be represented unless it is related to an account record?

A record will not be represented unless it is related to an account record. Creating this report type is very similar to scenario #2. Just be sure to specify the option for “ “A” records may or may not have related “B” records.”.

Can you report on data from a single object?

The data you and your users want to report on is not always stored in records from a single object. Many times you will need to join data together from various objects to create meaningful reports. But with so many ways to join data together, it’s crucial to know when to use each method. We will be utilizing custom report types ...

Declarative Metadata File Suffix and Directory Location

The file suffix is .reportType for the custom report type definition. There is one file per custom report type. Report types are stored in the reportTypes directory of the corresponding package directory.

ObjectRelationship

ObjectRelationship represents a join to another object. For more information, see “Add Child Objects to Your Custom Report Type” in the Salesforce online help.

ReportLayoutSection

ReportLayoutSection represents a group of columns used in the custom report type.

Declarative Metadata Sample Definition

The definition of a custom report type is shown below. Account is joined to Contacts and the resulting data set is joined with Assets.

Usage

The custom report type refers to fields by using their API names. For a historical field (one that has trackTrending set to true) the API name includes hst, such as Field2__c_hst.

Wildcard Support in the Manifest File

This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.