Step 1: Create the Report Type
Detailed Salesforce documentation for creating report types and editing layouts can be found here.
Create a new Report Type that has the Stella Connect Response object as the base object.
Search for report in Quick Find
Select Report Types and Select New Custom Report Type
- Primary Object: Stella Connect Response
- Report type label name: Stella Connect Response Collection and tab
- Description: This report type can be used to monitor the survey responses returned to Salesforce
- Store in Category: Customer Support Reports (or wherever you want this report to live)
- Deployment Status: Deployed if you want to use the report wizard and Next
Select edit layout
- Select the fields available for your report
- Select Add fields via related lookup on right and Stella Connect Request
- Add any additional fields
- Decide on default fields by selecting field and selecting Edit properties
- Rename any of fields if you choose
- Save when done editing
Step 2: Create the report
Go to reports and select new report
Select the new report type and create
Edit your filters, default data range and save. This report runs and collects the data for the day before.
Set a schedule for your report to run. This report will run daily at 8am and be sent to me.
Next Steps
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