Loading
Analyze Your Data
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          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.

           
          Loading
          Salesforce Help | Article