Supervisors can review their reps’ daily reports whose status is Released, and can either approve or reject the reports.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. |
| User Permissions Needed | |
|---|---|
| To approve or reject daily reports: |
CGCloud Supervisor OR CGCloud Retail Supervisor User AND CGCloud Retail User |
- From the App Launcher, find and select Daily Reports, and then select a report whose status is Released.
-
In the Approval History related list, for the reports whose status is Pending, click either
Approve, or Reject.
If you approve a report, the report can’t be further edited. If you reject a report, a sales rep can edit the report, and then resend the report for approval. If the workflow that's assigned to a daily report template requires no approval, then the report is auto-approved, and its state changes to Approved.
- Enter any comments, if necessary.