Reports: Allow relabel of report detail headings

  • 6
  • Idea
  • Updated 4 months ago
  • Under Consideration

This conversation has been merged. Please reference the main conversation: Customize Drill Down Field Labels

It would be helpful to be able to relabel the headings that display when you drill down into graph report, especially when you have fields with the same name that are pulled as a result of multiple lookups.


This list above is derived from clicking a data point on a report that shows Relationships by CSM.

I want to be able to show the CSM Name, the name of the Customer and the name of the Relationship when they click on a data point.

I end up performing the following lookups:

lookup to User::Name (for CSM Name)
lookup to Company::Name (for Customer Name)
lookup to Relationship::Name (for the Relationship Name)

Because I cannot appear to relabel them in the drill down display, all three columns are labeled "Name"

This request is somewhat related to
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Jeff Kirkpatrick, Champion

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Posted 9 months ago

  • 6
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Joseph Siudzinski, Employee

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I have been looking for this for awhile!
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Jeffrey Coleman, Champion

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Totally agree with this suggestion!

I will now tack on my "report detail enhancement requests" and ride the coattails of Kirkpatrick's post! ;-)

Preserve report details when the report changes -- Unless I've changed the base object, the detail report should continue to work.

Let me reorder those columns -- because sometimes (ok... most of the time!) the database order doesn't make sense.

Let me specify the correct sort order and direction (at least 2, preferably 3 selections!)

Let me define a standard detailed result set that can be applied across reports for the same the base object

Expand the linking capability to include any SFDC reference -- most commonly this comes up for Opportunities.

Make the box bigger -- I don't want to see what's behind that details box if it means seeing less of what's in the box!

Make it faster to pull those details up
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Jeff Kirkpatrick, Champion

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This appears to be the same issue as this: - maybe they can be merged?

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