1. Territory ReportsUse territory reports to analyze your sales territories. Identify which users have been assigned to which territories, which users have been assigned more than one territory, or which users have no territories.
2. Reports for AnswersCreate custom report types so users can analyze questions, replies, and votes.
3. Salesforce CRM Call Center ReportsCall Center reportshelp you analyze the Salesforce CRM Call Center phonecalls that were handled by you and your team.
4. Create a Custom Report Type for Approval HistoryBefore you can run reports on executed and in-progress approval processes and their steps, you need to create a custom report type for approval process instances.
5. Create a Custom Report Type in Collaborative ForecastsTo make a forecasting report available to users, administrators must create a customreport type. A report type defines the set of records and fields available to areport based on the relationships between a primary object and its related objects. Reportsdisplay only records that meet the criteria defined in the report type.
6. Custom Report Types in Collaborative ForecastsA report type defines the set of records and fields available to a reportbased on the relationships between a primary object and its related objects. Reports display onlyrecords that meet the criteria defined in the report type. When you create a custom report type,choose the primary and related objects carefully, because they determine the forecast types youcan report on.
7. Idea ReportsCreate custom reporttypes so users can create reports about ideas, ideacomments, and votes.
8. Report on Salesforce Knowledge ArticlesUse Salesforce Knowledge custom reports to track how articles are created, maintained, and delivered.
9. Live Agent Session ReportsUse Live Agent Session reports to consolidate data about agents’ activities while they chat with customers–for example, how long agents are online or how many chat requests are assigned to them.
10. Report on PartnersSome opportunities involve partner relationships. Use this report to identify and analyze those relationships.
11. Report on Relationship GroupsYou can report on relationship groups and relationship group membersif your administrator has enabled custom report types for those customobjects.
12. Enable the Account Owner ReportThe Account Owner report lists all accounts and who owns them.
13. Report on File Search ActivityUse a report to determine the top 300 search term queries for file searches and toidentify which content is missing or needs to be renamed based on users’ search terms and theclick-rank.
14. Report on Chatter Top 100 Feed Item Views with Interaction Count ReportGet a report on the top 100 feed item views in your organization or community with theprimary object Interaction Count Report. Knowing the posts that people are looking at most is agreat way to get insight into current Chatter trends. Actions counted as views include liking,commenting, and viewing a feed item detail. View counts are not unique. For example, a user canadd three comments to a post, and that is counted as three views. Once you set up the report, it’srun weekly.
15. Related Articles and Questions ReportsCreate custom report types so users can report on click-through rates on relatedarticles and questions. Salesforce Einstein suggestsrelated articles and questions in communities. Use the click-through rates reports to createcontent around the most accessed articles and questions, empowering your customers to find theinformation they need.
16. Community Case Deflection from Discussions and ArticlesGet insight into how well the Contact Support Form and Case Deflection componentsactually deflect cases from being created. Using the Case Deflection Dashboard, get real-timemetrics on potential and confirmed case deflections, the most helpful articles and discussions,and the least helpful articles and discussions.
17. Report on External Documents Attached to CasesCreate a report to see how many and which specific external documents are being attachedto cases. Use this information to see which external sources have the most impact on closingcases. This report is helpful when you have set up Salesforce Federated Search, which gives usersaccess to external search results when using the Knowledge One Widget. Users can attach externaldocuments to cases only if Chatter is enabled.