---
schema_version: "1"
id: 47196ee4362472915b24c3f3c4a2620a7a0d58b4462a3d76c6550c430b635c7e
title: Create a Daily Report
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_daily_report.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_daily_report.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 14bc48ffb0811b9653c9037d697ffe95ff5d412fe42cb600c493fbd5569621ac
description: Create daily reports to capture the time that you spent on performing various tasks during each day.
products:
  - Consumer Goods
release: "264"
---
# Create a Daily Report

Create daily reports to capture the time that you spent on performing various tasks during each day.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d31729e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e63 ">To create daily reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e63 ">
              <p>CGCloud Sales User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Sales User AND CGCloud Retail User</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Daily Reports**, and then click **New**.
2. Select a template, enter a date, and then click **Create**.
3. Select a template and enter a date.
4. Provide these details.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d31729e134">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d31729e137">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d31729e134 d31729e137 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e134 ">Daily Report Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e137 ">Name of a daily report.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e134 ">Daily Report Template</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e137 ">Name of a daily report template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e134 ">Date</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e137 ">Date on which a daily report is created. The value of the field is
                  populated based on the date that's selected in the calendar.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e134 ">Work Time From </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e137 ">Time at which a field rep starts work on the selected date.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e134 ">Work Time Thru</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e137 ">
                  <p>Time at which a field rep ends work on the selected date. </p>
                  <p style="margin-bottom:0;">Based on the
                    time that's entered for the Work Time From and Work Time Thru fields, total
                    working duration is calculated, and is shown in minutes for the daily report
                    in the Total Working Duration (Min) field.</p>
                </td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d31729e134 d31729e137 ">Status</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e134 ">Accountable</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e137 ">Name of the person who's accountable for a daily report.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e134 ">Responsible</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e137 ">Name of the person who's responsible for maintaining a daily
                  report.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e134 ">Phase</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e137 ">Current phase of a daily report. The options in this list depend on the
                  assigned workflow.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d31729e134 d31729e137 ">Annotation</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e134 ">Annotation</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d31729e137 ">Note or comment for a daily report. </td>

              </tr>
            </tbody>
          </table>
5. Save your changes.

After you create a daily report, you can edit or delete the report. You can edit or delete only the daily reports that you created. You can edit the details for a Rejected daily report and only the Annotation for an Approved daily report. You can’t delete a daily report whose phase is Released.