Ge din rapport en beskrivning för att hjälpa användare (och dig själv) att känna igen den.
Versioner som krävs
Tillgängliga i: både Salesforce Classic och Lightning Experience
Tillgängliga i: Group, Essentials, Professional, Enterprise, Performance, Unlimited och Developer
Tillgängliga i: Utökad mappdelning
Användarbehörigheter som krävs för att
Beskriva privata rapporter:
Skapa och anpassa rapporter
Beskriva offentliga eller privata rapporter:
Rapportbyggare eller Rapportbyggare (Lightning Experience)
Redigera en rapport.
Öppna menyn Egenskaper.
I Lightning Experience, bredvid knappen Spara, klicka på | Egenskaper.
I Salesforce Classic, klicka på Rapportegenskaper.
Under Rapportegenskaper, ge din rapport en hjälpsam beskrivning.
Klicka på Spara.
Rapportens beskrivning uppdateras.
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