---
schema_version: "1"
id: 670c05316893c2becbd578efd28dac0464562ea16ecc0caa138b8162fbb58633
title: Create a Swarm Report
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/create_swarm_report.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.create_swarm_report.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cd4643c8b49cfd5bcca976ba502298d208097c8ce59e6ea1d7394042cec85e17
description: 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.
products:
  - Service Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

1. To use the out-of-the-box Swarming reports and dashboards, install the [AppExchange package](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000DYQZuUAP&preview=%222021-10-05T16%3A22%3A14.000Z%22).
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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/swarming/define_reports.png)
    
    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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/swarming/define_reports2.png)
    
    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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/swarming/report_types.png)
    
    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

- [Reports](https://help.salesforce.com/s/articleView?id=analytics.rd_reports_overview.htm&type=5&language=en_US)