---
schema_version: "1"
id: 23f121d1e7d66a8211673216a0f35f9dd886bd7216c5cc4e253aafbb83f6b768
title: Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_user_daily_report_mobile.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_daily_report_mobile.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0018a219e73a4a77c3c162a889e78d036d49f306ce81ef3f761343a6c6b954c2
description: Reports give detailed insights about your customers as tables and graphs. You can view information such as a customer’s sales figures or promotions that are created for a customer by tapping the Reports tile on the main menu. The overview lists the relevant reports for the logged-in user.
products:
  - Consumer Goods
release: "264"
---
# Reports

Reports give detailed insights about your customers as tables and graphs. You can view information such as a customer’s sales figures or promotions that are created for a customer by tapping the Reports tile on the main menu. The overview lists the relevant reports for the logged-in user.

### 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>

Reports can be a single page document or a single navigation step. You can also access reports from tabs in a module.

Here are the types of available reports:

- Customer Sales report: Monitor month-wise sales data for a customer. To access a customer sales report, from main menu, tap the Reports, Customer, or Visit Execution tile.
- Survey Exceptions report: Monitor the performance of products in a customer’s store. To access the Survey Exceptions report for a customer, go to the Store Cockpit or Visit Summary page.![Survey Exceptions card on Store Cockpit.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/consumer_goods_retail_user/images/survey_exceptions_report_on_store_cockpit.png)
- Reporting card: Get insights about your customer in a snapshot. View the customer sales and monitor three months’ sales data by comparing the previous year’s sales with the current year's sales, graphs illustrating unsuccessful visits, and visit rate. To access the Reporting card, go to the User Cockpit.
    
    A visit that’s not associated with a released order is considered unsuccessful. Unsuccessful visit rate is calculated as the number of unsuccessful visits x 100 ÷ total number of completed visits.
    
    ![View your customer visit progress by going to the Reporting card on User Cockpit](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/consumer_goods_retail_user/images/cg_mobile_app_user_cockpit_reporting_tile.png)
- Promotion Calendar report: Get a visual overview of the current and planned promotions for a store in Promotion. To access the report go to the Sales Folder card in the store cockpit or to the Reports tile on the main menu.

- **[Generate a Customer Sales Report](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_generate_customer_sales_report.htm&release=264.0.0&type=5)**  
    A customer sales report shows the sales graph for a customer. Use this report to analyze month-wise sales data for a customer, and compare last year’s sales with the current year's sales. You can view the data of the previous year, past months, and the current month.
- **[Generate a Promotion Calendar Report](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_generate_promotion_calendar_report.htm&release=264.0.0&type=5)**  
    A promotion calendar report is a graphical representation of the promotions that are valid for a period for a customer. The maximum number of days that are considered for a report is 180 days. The period is calculated as Visit Start Date + Promotion Finding Lead Time. You can view promotions report for either a customer or a customer set.