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) |
- Edit a report.
- Open the properties menu.
In Lightning Experience, next to the
Save button, click .
In Salesforce Classic, click Report
Properties.
- Under Report Name, enter a new name for the report.
- Click Save.
