---
schema_version: "1"
id: 487c0bed1e1398481423db931972cda87de4df86dd7dbdcf56dc6e863c69ccd8
title: Daily Reports for Sales Reps
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_daily_report.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_daily_report.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f2b1c3facef2218a23fb39f33d2fb391ff90727bfe674cccd48385eb0b77dde1
description: Daily reports track productive and unproductive time for each sales rep. Sales reps can create a daily report at the end of each day based on template configurations.
products:
  - Consumer Goods
release: "264"
---
# Daily Reports for Sales Reps

Daily reports track productive and unproductive time for each sales rep. Sales reps can create a daily report at the end of each day based on template configurations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled.</td></tr></tbody></table>

The typical workflow of a daily report is explained in this image.

![Workflow of daily report](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/consumer_goods_retail_admin/images/cg_re_workflow.png)

The workflow includes these steps:

1. A daily report is created. The status of the report is Initial.
2. Reps enter the time that's spent for each activity, and then release the report. The responsible user of the report changes, and the report is sent to the supervisor for approval.
3. A supervisor can either accept or reject the report. If a supervisor rejects a daily report, then the user can modify the report, and send it back for approval.

To enable this workflow, create a daily report template and define its activities.

1. **[Create a Daily Report Template for Sales Reps](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_daily_report_template.htm&release=264.0.0&type=5)**  
    Use daily report templates to create daily reports. A daily report template specifies basic characteristics of reports such as the workflow used and the platform on which a report can be created.
2. **[Create Daily Report Template Activities for Sales Reps](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_daily_report_template_activities.htm&release=264.0.0&type=5)**  
    Add activities for which the time must be tracked to a daily report template. When a report is created by using the template, all the activities in the template are added in the report. Sales reps can then add the time that was spent on each of those activities.