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Owner Role displays empty or blank in Reports

Fecha de publicación: May 4, 2026
Descripción

If the Role Name as displayed on reports field within the Role Hierarchy setup is empty, the Role Name column displays as empty or blank in Salesforce reports. This article explains how to fix this issue in Salesforce Classic, Lightning Experience, and via bulk update using Data Loader.

Solución

To resolve the blank Role Name column in reports, update the "Role Name as displayed on reports" field on the affected Role record. This can be done manually through Setup in Classic or Lightning, or in bulk using the Data Loader on the UserRole object.

Update in Salesforce Classic

  1. Click Setup.
  2. In the Quick Find box, enter Roles, then click Roles.
  3. Click Edit next to the Role Name.
  4. Update the Role Name as displayed on reports field.
  5. Click Save.

Update in Lightning Experience

  1. Click the gear icon | Setup | Users | Roles.
  2. Click Edit next to the Role Name.
  3. Update the Role Name as displayed on reports field.
  4. Click Save.

Bulk Update Multiple Role Names (Administrators Only)

Administrators can update multiple Role Name fields at once using the Data Loader on the UserRole object. The relevant field in Data Loader is RollupDescription.

  1. Run an Export from the UserRole object using the query: SELECT Id, Name, RollupDescription FROM UserRole
  2. Edit the exported .csv file by updating the ROLLUPDESCRIPTION column values.
  3. Run an Update on the UserRole object using the edited .csv file.
Número del artículo de conocimiento

000385298

 
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Salesforce Help | Article