Use reports to retrieve and analyze order, fulfillment, and payment information to help you optimize service delivery and keep your order workflow running smoothly.
- Order Management Report Types
Your Salesforce admin defines report types that determine the reports that you can create. - Order Management Report Templates
Order Management includes five prebuilt report templates based on custom report types. - Install the Order Management Basic Reports Package
Install the Order Management Basic Reports package to use prebuilt report templates. - View the Order Management Reports Dashboard
The Order Management Reports package includes a prebuilt reports dashboard. The dashboard is built from components of the available reports and shows key metrics at a glance. You can edit the components on the dashboard to meet your business needs. Use report filters to define the date ranges to display for each component. - Run Order Management Reports
Run Order Management reports to view and analyze information about your orders.