We created reports in the Salesforce CRM in the recent monthly sales review. In the analysis, we noticed that some important insights were missing from the reports. As a system admin, I reviewed and made the required changes in the reports. These changes include changing the grouping of columns and adding filters and descriptions of the reports.
In this Salesforce tutorial, I will explain the method to edit a report in Salesforce in Lightning edition, and the steps will be the same as editing a report in Classic edition.
Editing Reports in Salesforce
In Salesforce, editing or customizing reports allows us to modify the report data according to our requirements. Whether we are tracking sales, customer interactions, or key performance indicators, we can create clear and useful reports by filtering, grouping, and adding custom calculations to help us make better decisions and keep our data in a managed form.
Edit a Custom Report in Salesforce Lightning
To edit a custom report in Salesforce Lightning, navigate to the Reports tab and follow the steps below.
1. Open the report in Edit mode –
In the Reports tab, click on the dropdown of the custom report that you need to edit or customize, and select Edit.
2. Edit Filters in Salesforce Reports –
To edit the report filter, click on the filters tab, and there, you can customize the following filter fields.
- Show Me: This filter makes the records available on the reports table. For example, if we select the Show Me filter for the opportunity report as My Opportunities, it will display only those opportunities that you created.
- Date: From the date filter, we can select the date fields as the filter criteria to generate records, for example, Created date. Along with the date, we can also select the date range that is custom (from date – to date) or the predefined ones like fiscal month and fiscal year.
- Add filter: If a filter for the object is not visible in the filter tab, you can search for and add that filter from the Add filter search bar.
3. Edit the column and rows in Salesforce reports:
- Columns: To add or remove columns from the Salesforce report, click on the Outline tab, and then from the columns section, you can remove the columns by clicking the cross sign. To add the tabs in the report, you have to search and select them from the Add column search bar.
- Rows: In the Salesforce report, we can group the rows by a specific field. For example, we can group the records by fiscal year, created date, and recent activity.
- Summary Formula Columns: If the report has a formula column, you can access it and edit or remove it from the Summary Formula columns.
4. Adding Chart to the Salesforce Reports:
- To add a chart in Salesforce reports, click on the Add Chart button and select the chart format from the available options.
- If the report has an existing chart, you can edit its properties. To do so, click on the Toggle chart button and then click on the Gear icon. In the properties, we can change the chart format.
- In the chart properties, we can edit the attributes like Chart title, X-axis, and Y-axis.
- We can also remove the chart from the Remove Chart button in the chart properties.
5. Edit Report name, Unique name, description, and folder:
- After making the required changes in your report, click Save. If you have to change the report’s name, description, or folder, click on the dropdown of the Save button and select Save as.
- Enter the new Report Name, and the Report Unique Name will be auto-filled according to the entered report name.
- Enter the description for the report in the Report description long text area.
- To change the report folder, click on the Select Folder button and select the folder location for the report. To make this report public, select the Public Folder for the report.
- At last, click Save to apply the changes.
This way, you can edit the various components of a report in Salesforce Lightning by following the steps above.
Conclusion
By following the instructions to customize the reports we discussed in the above sections, you can perform customizations in Salesforce reports, such as changing filters, adding and removing rows and columns, adding and removing the chart, and changing the description and Report folder.
If you want to customize the reports in the Classic edition, you must follow the same above steps to edit your reports.
You may also like to read:
- Edit Fields Inline on the Reports in Salesforce
- How to Find Out when a Report was Last Run in Salesforce
- How to Create a Report on Object Field History Tracking in Salesforce
- How to Share a Report in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
