In a typical daily report workflow, you must request for an approval before you can
release a daily report. You can request approval for the reports whose status is
Initial.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled.
|
| User Permissions Needed |
| To request approval for daily reports: |
CGCloud Sales User
OR
CGCloud Retail Sales User AND CGCloud Retail User
|
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From the App Launcher, find and select Daily Reports, and then
select a report whose phase is Initial.
-
Select an activity.
-
Click Submit for Approval.
