Update Duration for Daily Report Activities

Based on the daily report template that's used, activities are shown for a daily report. As a sales rep, to create a report, enter the duration for each of these activities. The maximum duration for each activity and the duration for all the activities in a daily report can’t be more than the maximum duration that's configured in the daily report template.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.
User Permissions Needed
To review, edit, and delete daily report activities:

CGCloud Sales User

OR

CGCloud Retail Sales User AND CGCloud Retail User

  1. From the App Launcher, find and select Daily Reports, and then select a report.
  2. In the Daily Report Activities related list, click New.
  3. Select an activity.
  4. Enter the number of hours and minutes for the activity, and then save your changes.