---
schema_version: "1"
id: 9b4f80311679f9a765ad2aaf2ed823e9ec74ab84287e1574d4f02b2694573017
title: Create Field Service Customer Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_create_customer_reports.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_create_customer_reports.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b3839c126e9d6b893e8449bd4df1e9d784bc3d74c9801cb659ec88a332f613fa
description: In Field Service, create service reports to give your customers summaries of the work that your field service team performed.
products:
  - Field Service
release: "264"
---
# Create Field Service Customer Reports

In Field Service, create service reports to give your customers summaries of the work that your field service team performed.

### 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;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d112162e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d112162e72 ">To create service reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d112162e72 ">Edit on the parent object (work orders, work order line items, or service
              appointments)</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d112162e72 ">To email a service report: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d112162e72 ">View on the parent object AND Send Email</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)

Note

- You can generate service reports from work orders, work order line items, and service appointments.
- To create a service report in the Field Service mobile app, navigate to a service appointment, work order, or work order line item. Tap the action icon, then tap **Create Service Report**.
- You can’t generate service reports in the Salesforce1 mobile app or the Salesforce Mobile Web Experience.
- See [Quote Template and PDF Limitations](https://help.salesforce.com/s/articleView?id=sales.quotes_limitations.htm&type=5&language=en_US) and [Visualforce PDF Rendering Considerations and Limitation](https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_output_pdf_considerations.htm) for information on the limitations that apply to service report PDFs.
- See [Considerations for Adding Images to Quote Templates](https://help.salesforce.com/s/articleView?id=sales.quotes_template_considerations_for_adding_images.htm&type=5&language=en_US) for information on limitations that apply to images added to service reports.

1. From a work order, work order line item, or service appointment, in the action dropdown menu select **Create Service Report**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
    
    Note If you don’t see this action, ask your Salesforce admin to add it to the page layout. Service reports can’t be created for service appointments whose parent record is an account, asset, lead, or opportunity.
2. Use the lookup to find the template that you want to use.
3. Click **Create PDF**.
    
    The service report preview appears.
4. To save the service report to the record, click **Create Service Report**. To save the report to the record and send a copy to the customer, click **Create and Send Service Report**. Then fill out the email fields, and click **Send**.
    
    The service report is saved in the Service Reports related list on the record.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
    
    Note After the service report is created, the signatures collected during the service event are deleted. Use the saved service report to provide a proof of signature.

A service report is translated in the language selected in the Service Report Language field on the associated work order. If that field is blank, the report uses the default language of the person generating the report. To add languages, from Setup, in the Quick Find box, enter Translation Language Settings, and select it. Click **Edit** next to the desired language, then click **Active**. To add a user as a translator for the language, select them from the available list and click **Add**, then save your changes.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)

Note If you don’t have Read permission on an object or field in the service report template, it doesn’t appear in the service report that you create.

#### See Also

- [Service Report Fields](https://help.salesforce.com/s/articleView?id=service.fs_customer_reports_fields.htm&release=264.0.0&type=5 "Service reports and digital signatures on service reports have the following fields. Some fields may not be visible or editable depending on your page layout and field-level security settings.")
- [Create Service Reports in the Field Service Mobile App](https://help.salesforce.com/s/articleView?id=service.mfs_service_report.htm&release=264.0.0&type=5 "Service reports summarize the work that was performed by a customer, and can be signed by the mobile worker, customer, and others involved in the work. Learn how to configure the Field Service mobile app to support service report generation and review important considerations about offline service reports and service report previews.")
- [Field Service Guidelines for Using Signatures on Service Reports](https://help.salesforce.com/s/articleView?id=service.fs_signature_guidelines.htm&release=264.0.0&type=5 "Field service workers can capture signatures from customers and partners on service reports. On the service report template, you define the number and type of signatures allowed.")
- [Build Flows for the Field Service Mobile App](https://help.salesforce.com/s/articleView?id=service.mfs_flow_build.htm&release=264.0.0&type=5 "Create, activate, and manage flows for the Field Service mobile app in the drag-and-drop Flow Builder.")