Easily Replace Name Field in the Collection Report

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How to Replace Name Field in the Collection Report

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While working on Word we often face a problem. Many times we want to send a proposal to a new customer. We remember that we have already sent a similar proposal to an existing customer. We open the original file, save it as a new file and search replace the name of the customer. Sometimes the name of the old customer remains and that can create a lot of trouble for you. Here is a brilliant way of using a very nice feature of Word called Fields, so that you never have that particular problem. Instead of manually typing the name of the customer every time what you should do is create a field. Open File menu - Info - Properties - Advanced Properties - the last tab allows you to create custom fields. Im going to create the field called customer name and type the name of one of the customers and just click add. Assume this was your sales proposal. Anytime you need the name of the customer go to this Insert - Quick Parts - Fields. There are a lot of fields, dont get worried. Choose one of

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How do I edit a custom report type?

Once you create a Custom Report Type and save it, there is no way to go in and edit it. This means that if you do not originally choose the correct fields or related list fields, you have no way of updating the Custom Report Type to include them. Instead, you must delete the Report Type and start from scratch.

How do I change the name of a report in Salesforce?

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 Name, enter a new name for the report. Click Save.

How do I change the format of a report in Salesforce?

Matrix Reports On the Reports tab, click New Report, choose the Opportunities report type, and click Create. Apply the following filters: Click Tabular Format and change the report format to Matrix. Group the report by Type by dragging that field into the column grouping drop zone.

Can we change the report type of report in Salesforce?

Unfortunately, you are not able to switch the report type on an existing report, so you will need to create your report again, making sure to select the appropriate custom report type that bears your company name.

Can we edit standard report types in Salesforce?

Standard report types cannot be customized, and automatically include standard and custom fields for each object within the report type. Custom report types are added by an administrator. Within a custom report type, you can specify which objects and fields are included in the report.

How do I change the field name in a report?

Double click or select the desired field and click Edit Properties. 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. Save your changes.

How do I change a tabular report to a summary report in Salesforce?

Click Tabular Format and change the report format to Matrix. Group the report by Type by dragging that field into the column grouping drop zone. Group the report by Close Month by dragging that field into the row grouping drop zone. Click the menu for the Amount column and select Summarize this Field.

Can you change the report type on a report in Salesforce?

A joined report must have a principal report type. You can change the principal report type at any time.

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Replace Name Field in the Collection Report