Configure a Report Template

Report Templates are used on the Activity Reports with the Joint Visit record type to estimate the representative’s skills.

Create a Report Template

To create a Report Template:

  1. Go to the Report Templates tab and click New.

  2. Fill in the required fields.

    • Enter Report Template name;

    • Select Status and Date;

    • Set Active to use the Report Template record.

    • Select the available Activity record types.

      New Report Template

  3. Click Save.

The setup is complete.

Customize a Report Template

Currently, please customize report templates in Salesforce Classic.

To customize a Report Template:

  1. Go to the Report Templates tab and click the required Report Template record.

  2. Click the Template Editor button.

  3. Revise the main information and specify a description.

    Template Editor 1

  4. Specify skills to estimate.

    • Add categories and subcategories with required skills;

    • Select the answer type, specify appropriate answers and the skill options.

      Template Editor 2

  5. Click Save and Close.

The setup is complete.

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