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Rename a Report

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Rename a Report

What’s in a name? A report by any other name still answers your business questions. When it’s time to change the name of a report, do so from report properties.

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 rename private reports: Create and Customize Reports
To rename 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 Name, enter a new name for the report.
  4. Click Save.

The report is renamed.

 
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