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Analyze Your Data
Describe a Report

Describe a Report

Give your report a description to help people (and yourself) distinguish it.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To describe private reports: Create and Customize Reports
To describe public or private reports: Report Builder or Report Builder (Lightning Experience)
  1. Edit a report.
  2. Open the properties menu.
    In Lightning Experience, next to the Save button, click the more actions icon | Properties.

    In Salesforce Classic, click Report Properties.

  3. Under Report Description, give your report a helpful description.
  4. Click Save.

The report’s description is updated.

 
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Salesforce Help | Article