Reassign a Daily Report

If a report is incorrectly assigned to a supervisor, the supervisor can reassign daily reports to a different approver.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.
User Permissions Needed
To reassign daily reports:

CGCloud Supervisor

OR

CGCloud Retail Supervisor User AND CGCloud Retail User

  1. From the App Launcher, find and select Daily Reports, and then select a report whose status is Released.
  2. In the Approval History related list, click the Reassign link in the Action column.
  3. In the Approver field, select a different supervisor.
  4. Enter comments, if necessary.
  5. Click Reassign Approval Request.