Using a colon in the Report Name

I posted this in the Dreamforce Chatter app and it got a nice response, so I thought I’d blog about it here too.

It’s subtle tip for you perfectionists out there that makes reports look just a tad more professional. If you add a colon (e.g. Orders: Aging) to your report name, it will display the report name on 2 separate lines when viewing the report. Use this to create a naming convention for your reports like (category: detailed description) or for long report names so they display nicely.

I don’t think this is an actual, documented feature from Salesforce, but it’s been this way for years.

Look at the difference between naming a report “Orders – Aging” and “Orders: Aging”. It’s a subtle difference, but it’s something I use regularly and thought I’d pass along.

6 Comments »

  1. Matt Said,

    December 3, 2010 @ 9:49 am

    Outstanding! Thanks.

  2. Alex Sutherland Said,

    December 3, 2010 @ 10:34 am

    Beautiful hack, thanks for sharing!!

  3. Rhonda Ross Said,

    December 5, 2010 @ 8:20 pm

    Winner tip!

  4. Geraldine Said,

    January 15, 2011 @ 6:58 pm

    Very nifty, thank you Scott.

  5. David Said,

    January 19, 2011 @ 8:37 am

    Superb.

  6. Quora Said,

    October 7, 2012 @ 6:24 am

    What are the best practices for managing reports within Salesforce?…

    First start off by making sure that the right people have access to the right report folders in Salesforce. I would hesitate to make all folders read/write because users will store reports everywhere. Next, create folders for departments and pre-popula…

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