---
schema_version: "1"
id: 6b0114996f9fc23d2b1560dfa88df374d74f9a078d550396f24950c8ceb1d234
title: Create a Daily Report Template 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_task_admin_create_daily_report_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_daily_report_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 36f94a7a271a46824e52fcff00cbbc9e1672b9fa9c69aa1eedb0df4352da4d04
description: 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.
products:
  - Consumer Goods
release: "264"
---
# Create a Daily Report Template for Sales Reps

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.

### 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="d32868e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e64 ">To create daily report templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e64 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin</p>
            </td>

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

1. From the App Launcher, find and select **Daily Report Templates**, and then click **New**.
2. 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="d32868e122">Field</th>
                  <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32868e125">Description</th>
                </tr>
              </thead>
              <tbody>
                <tr class="">
                  <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d32868e122 d32868e125 ">Identification</td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Daily Report Template Name</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">Name of a daily report template.</td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Description</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">Description of a daily report template.</td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Workflow</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">
                    <p>Workflow that's associated to a daily report template. The list contains the
                      workflows in which usage is defined as daily reports.</p>
                    <p style="margin-bottom:0;">The sales org of a workflow and a
                      daily report must be the same.</p>
                  </td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Active</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">Indicates whether a daily report template is active. You can use only active
                    templates to create daily reports.</td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Creation Platform</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">Platform on which a daily report template can be used.</td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Mobility Relevant</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">Indicates whether a daily report template is relevant to the Consumer Goods offline
                    mobile app.</td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Sales Org</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">Sales org of a daily report template.</td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Record Type</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">Type of a daily report template.</td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Sort</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">Numeric sort value of a daily report template. Templates are shown in the order of
                    the sort number that's associated with them in the Consumer Goods offline mobile app. If
                    this field is empty for a template, then the template is shown at the bottom of the
                    list.</td>

                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d32868e122 d32868e125 ">Description </td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Description Language 1/2/3/4</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">Description of a daily report template in the languages that are configured for the
                    sales org.</td>

                </tr>
                <tr class="">
                  <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d32868e122 d32868e125 ">Settings</td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Check Activity Duration</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">Indicates whether the duration of an activity is monitored.</td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Allow Postdating</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">Indicates whether reports can be created for a future date.</td>

                </tr>
                <tr class="">
                  <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e122 ">Max Activity Duration</td>

                  <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d32868e125 ">Maximum duration of an activity after which the activity is considered as inactive.
                    By default, the value is zero.</td>

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