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) |
- Edit a report.
- Open the properties menu.
In Lightning Experience, next to the Save button, click
| Properties.In Salesforce Classic, click Report Properties.
- Under Report Description, give your report a helpful description.
- Click Save.
The report’s description is updated.