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Create a Swarm Report

To create swarm reports, use the out-of-the-box Service Cloud Swarming Reports and Dashboards AppExchange package, or create one of three report types. The package preconfigures report types, delivers several Swarming reports, and includes a complete swarming dashboard.

Required Editions

  1. To use the out-of-the-box Swarming reports and dashboards, install the AppExchange package.
  2. To manually create a Swarming report, choose one of the following report types:

    The Case report type uses Swarm Member as a secondary relationship so support reps can add the Case Owner and Swarm details by using a lookup field.

    Defining report records

    The Swarm Member report type uses Swarm Member as the primary relationship to add information such as Case ID, Swarm Owner, and other swarm details by using a lookup field.

    Select report relationship

    The Swarm report type uses Swarm as the primary relationship to add information such as Case ID, Swarm Owner, and other swarm details, but only Owner lookup fields are available.

    Report types for Swarm members
    1. From Setup, in the Quick Find box, enter Reports and Dashboards, and then select Report Types.
    2. Select the report type (Cases, Swarm, or Swarm Member).
    3. Assign a secondary relationship to the report.
    4. Save your changes.

See Also