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Edit and Delete a Report

How to Edit and Delete a Report in Salesforce

Edit and Delete a Report

After you've created a report, you can edit it or delete it from Salesforce.

Reports Builder Page

You create and edit reports with the Report Builder, which has three areas:

  • Fields: A Field area which contains the available fields you can include in your report.
  • Filter: A Filter area where you can specify which records appear in the report.
  • Preview: A Preview area that displays what will appear on your report.

Edit a Report

Editing a report is easy; you are able to customize many different aspects of a report as desired.

  1. Open the report from the Reports tab.
    Edit a Report
  2. Click Customize.
    Edit a Report

The report is customized to your specifications.

Sort by a Column

There are many ways to sort a report.

  1. Click the arrow to the right of the column you want to sort.
  2. Select Sort Ascending or Sort Descending.
    Sort by a Column

The report is sorted.

Remove a Column

If a column of information is no longer helpful, you can remove it from the report.

  1. Click the arrow to the right of the column you want to remove.
  2. Select Remove Column.
    Remove a Column

The column is removed from the report.

Add a Column

You can add fields to your report by dragging them from the Fields area onto the Preview area.

  1. Drag the desired field from the Fields area to the Preview area.
    Add a Column

The column is added to the Preview area.

Rearrange Columns

You can also change the order of the columns.

  1. Click and drag any column to the desired location.
    Rearrange Columns

Run a Report

Once you have added all the information you would like to your report, the next step is to actually run the report.

  1. Click Run Report to see how your report looks.
    Run a Report

Salesforce displays the report.

Delete a Report

You can delete a report if you no longer need it.

  1. Open the report you want to delete.
  2. Click Delete.
  3. Click OK.
    Run a Report

Salesforce deletes the report.