Analyze and manage team member workloads better by creating custom reports that include team member roles.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To set up and manage case teams: |
Customize Application Manage Users |
To add the Team Role column to a custom report:
- In Setup, search for Report Types in Quick Find.
- Create a custom report using Case as the primary object and Case Team Member as the secondary object. The Case Team Member object is enabled with Team Role.
- You can use this custom report to generate reports that include the Team Role column.
This process creates a customized report showing Team Role alongside other selected columns, providing insights into case assignments by role.