Report on Messaging Sessions that Relate to a Case

Select Messaging Sessions as a related object on the Cases object in a custom report type. Previously, you couldn’t view messaging sessions per case using a custom report type.

Where: This change applies to Enhanced Messaging channels and Enhanced Chat. View required editions.

How: In the Custom Report Types Builder, select Cases as the primary object and fill out the rest of the report type details. On page 2 of the builder, choose Click to relate another object, and select Messaging Sessions. Finish building your report.

Page 2 of the Custom Report Type Builder with Cases selected as the primary object and Messaging Sessions being selected as the related object.