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Lewis Howel

Allow renaming of report column headers

Operational Reporting

We have found that sometimes the report column gheaders as shown on Run screen are too large. For instance, we have a field on the opportunity called "Combined Opportunity Probability" (it take sinto account stage, and other custom fields). 

On a sales report that also has CPQ Quote detiails on it, the column header shows "Opportunity: Combined Opportunity Probability", but just makes the column way too wide than is needed. Ideally, I would like to rename the column header on the report to "%", so it would not take up as much space.

Visual of how column looks on a report

This is just one example, there are others where a field name makes sense on the record detail, but not on the report, or we may want to rename headers based on the context of the report.

Something like a drop down in edit mode that says "Report Header Label", that defaults to the full name, but allows users to put a simpmle label in would be great, and would really increase user adoption :)

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Lewis Howel

5 days ago

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