---
schema_version: "1"
id: 8bd14052d5c6cea030ac8403957eee3a272921118f67b45d76875e6f1f3aac0e
title: Create Real-Time Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/create_rtr_datasource.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.create_rtr_datasource.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8baca7455b18e552e577a206f820ee7b3b7528fa8e3e57f89804246d21bef402
description: Create the RTR report configuration so the agent can read measure values.
products:
  - Consumer Goods
release: "264"
---
# Create Real-Time Reports

Create the RTR report configuration so the agent can read measure values.

### Required Editions

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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Agentforce 1</strong>, <strong>Einstein 1</strong>, <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Consumer Goods
                Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on licenses</p>
            </td>

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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d8004e74">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d8004e74 ">To create real-time reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d8004e74 ">
              <p>TPM Master Data Admin</p>
              <p style="margin-bottom:0;">TPM Standard Object Admin</p>
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1. From the App Launcher, enter RTR, and then select **RTR Report Configurations**.
2. Click **New**.
3. For internal name, enter CopilotAccountReport.
4. For Usage, select **Agentforce Account Measures Metadata**.
5. Select the sales organization for which you’re creating the report.
6. For Reporting KPI Set, select the account-level reporting KPI set for the selected sales organization.
7. Save your changes.
8. In the JSON configuration, specify which KPI set measures the agent can access.
    
    ```
    {
      "measures": [
        {
          "name": "<Name of the measure/KPI on the KPI Set>",
          "label": "<Label to be displayed>"
        },
        {
          "name": "<Name of the measure/KPI on the KPI Set>",
          "label": "<Label to be displayed>"
        }
      ]
    }
    ```
9. Save your changes.
10. Repeat steps 1—9 to create a promotion report. Use internal name as CopilotPromotionReport and usage as **Agentforce Promotion Measures Metadata**.