---
schema_version: "1"
id: 021a4b3a21c977cce4408a00160f80f562d5c382c31482d715aed761a167afe1
title: Report on External Documents Attached to Cases
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/search_external_attach_case_report.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.search_external_attach_case_report.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a34323d776a70b707ad3f045fea21c88d26235a3b536c2e1cf4e4ea0fd320890
description: Create a report to see how many and which specific external documents are being attached to cases. Use this information to see which external sources have the most impact on closing cases. This report is helpful when you have set up Salesforce Federated Search, which gives users access to external search results when using the Knowledge One Widget. Users can attach external documents to cases only if Chatter is enabled.
products:
  - Cross Cloud
release: "264"
---
# Report on External Documents Attached to Cases

Create a report to see how many and which specific external documents are being attached to cases. Use this information to see which external sources have the most impact on closing cases. This report is helpful when you have set up Salesforce Federated Search, which gives users access to external search results when using the Knowledge One Widget. Users can attach external documents to cases only if Chatter is enabled.

### Required Editions

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            <td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td>
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            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Salesforce Knowledge is available in <strong>Essentials</strong> and the <strong>Unlimited</strong>
                Edition with Service Cloud.</p>
              <p style="margin-bottom:0;"><span id="search_external_attach_case_report__knowledge_editions_ph"><a name="search_external_attach_case_report__knowledge_editions_ph"><!-- --></a>Salesforce Knowledge is
                  available for an additional cost in: <strong>Professional</strong>, <strong>Enterprise</strong>,
                  <strong>Performance</strong>, and <strong>Developer</strong> Editions. For more information, contact your
                  Salesforce representative.</span></p>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d33701e58">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33701e58 ">To create, update, and delete custom report types</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33701e58 ">Manage Custom Report Types</td>
          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33701e58 ">To run reports</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33701e58 ">Run Reports</td>
          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33701e58 ">To create, edit, and delete reports</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33701e58 ">Create and Customize Reports</td>
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1. From Setup, enter Report Types in the Quick Find box, then select **Report Types**.
2. Click **New Custom Report Type**.
3. Select **Cases** as the Primary Object for your custom report type.
4. Enter the **Report Type Label**. For example, Cases with External Documents. The Report Type Name automatically fills.
5. Enter a description for your custom report type. For example, Reports on the external documents attached to cases.
6. To indicate where to store the custom report type, select the **Other Reports** category.
7. Select the deployment option of your choice. Click **Next**.
8. On the next page, **Define Report Records Set**, relate another object and create an A to B Relationship. Select **External Documents** as the child object for your custom report type. Leave **Each “A” record must have at least one related “B” record** selected. Click **Save**.
9. Leaving Setup, click the **Reports** tab.
10. Click **New Report**. From the Other Reports folder, select **Cases with External Documents**, or the name of the report you created.
11. Click **Create**.
12. If they’re not already included, from the Cases object in the left pane, drag and drop the **Case ID** and **Case Number** fields onto the report. From the External Object: Object Name object, drag and drop the **Display URL** and **Title** fields. Drag and drop other fields that you want to include in the report.
13. Click **Run Report**. Save the report.