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Have you ever started editing a report and found yourself asking: "What does this field name stand for?"

To find that out, you have 2 options:

1. Check the filed description in your Salesforce Object Manager
2. Download the Precursive PSX Data Dictionary below

How to Check a Field description in the Salesforce Object Manager

If you are unsure on what a field stands for or how that is calculated, you can check its description in the Salesforce Object Manager. To do that:

1. Navigate to the Salesforce Setup (gear icon, top right)
2. Go to the ‘Object Manager’ tab
3. Look for the Object where the field is located & click on it
4. Select ‘Fields & Relationships’ (column on the left)
5. Look for the Field you want to check & click on it
6. Check the ‘Description’

For Example - if you wanted to learn more about how the ‘Planned Billable Utilisation’ field on a Utilisation report is calculated, you’d navigate to the Utilisation object and select the ‘Planned Billable Utilisation’ field in Fields & Relationships to check its description: “Planned Billable Hours divided by Available Hours in the given time range”

A Data Dictionary for Precursive PSX version 1.83

Here you can find a full Data Dictionary for Precursive PSX version 1.83. Please check the tabs at the bottom to find the object you want to check a field description for: on each time you will find a list of field with specified:

• API name
• Label
• Field Type
• Field Description

Related Resources

Precursive Projects - Reports & Dashboards