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Rename Report Columns without changing the Field names

Publiceringsdatum: Oct 13, 2022
Beskrivning

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. Once the display label has been updated within a CRT, every new report that is created using that Custom Report Type will show the renamed labels. Refer to this article which outlines the steps in creating a Custom Report type

Lösning

Once a Custom Report Type has been created or identified, refer to the steps below to rename the fields in the report layout:

 
  1. Navigate to: Setup, enter Report Types in the Quick Find box, then select Report Types.
  2. Find and open the desired Custom Report Type, then click Edit Layout.
  3. Double click or select the desired field and click Edit Properties. To rename multiple fields at a time, press the Shift key while selecting the fields. A new dialog box will appear.
  4. Enter the desired display label in the Display As box and click OK. If you want to see how the renamed fields will display on reports, click Preview Layout.
  5. Save your changes.
Knowledge-artikelnummer

000382735

 
Laddar
Salesforce Help | Article