Create report types to track field service activity in your org. To take your reporting a step further, use the Field Service Analytics App.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To create or update custom report types: | Manage Custom Report Types |
| To create a public reports folder: | Manage Public Reports |
You can create a variety of custom report types to stay informed about field service records.
- From Setup, enter Report Types in the Quick Find box, then select Report Types and click New Custom Report Type.
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In the Primary Object dropdown menu, select the field service object you want to report
on:
Note This table doesn’t include feed objects that are available as secondary objects.Primary Object Description Available Secondary Objects Accounts View accounts’ maintenance plans, product requests, return orders, resource preferences, and work orders. Field service objects:
Maintenance Plans
Product Requests
Product Request Line Items
Resource Preferences
Return Orders
Work Orders
Assets View assets’ maintenance plans, replacements, and work orders. Field service objects:
Asset Relationships
Maintenance Assets
Work Orders
Cases View cases’ work orders, return orders, and product requests. Field service objects:
Product Requests
Product Request Line Items
Return Orders
Work Orders
Contacts View contacts’ maintenance plans, service appointments, return orders, and work orders. Field service objects:
Maintenance Plans
Return Orders
Service Appointments
Work Orders
Locations View locations’ maintenance plans, parts, part transfers, and more. Addresses
Assets
Maintenance Plans
Product Items
Product Requests (Source Location)
Product Requests (Destination Location)
Product Request Line Items (Source Location)
Product Request Line Items (Destination Location)
Product Transfers (Source Location)
Product Transfers (Destination Location)
Service Resources
Service Territory Locations
Shipments (Source Location)
Shipments (Destination Location)
Return Orders (Source Location)
Return Orders (Destination Location)
Work Orders
Work Order Line Items
Maintenance Plans View maintenance plans’ work orders and assets. Maintenance Assets
Work Orders
Operating Hours View the operating hours of service territories and their members. Service Territories
Time Slots
Orders View an order’s associated return orders. Field service objects:
Return Orders
Product Items View the transfer, consumption, and replenishment of parts in your inventory. Product Transfers
Products Consumed
Product Item Transactions
Product Request Line Items View the transfers related to parts in your inventory. Product Transfers Product Requests View the line items and return orders associated with product requests. Product Request Line Items
Return Orders
Products View product requirements, transfers, requests, return order line items, and parts. Field service objects:
Assets
Product Items
Products Required
Product Request Line Items
Product Transfers
Return Order Line Items
Product Transfers View product quantity, origin and destination locations, and owner of product transfers. None Return Orders View return orders’ line items. Return Order Line Items Service Appointments Compare the differences between scheduled and actual appointment times, and analyze trends in resource assignment on appointments. Assigned Resources Service Contracts View service contracts’ maintenance plans and work orders. Field service objects:
Maintenance Plans
Work Orders
Service Crews View appointments that crews are assigned to and information about crew members. Assigned Resources
Service Crew Members
Service Resources Compare service resources’ capacities, absences, and skills, and view the territories they belong to and service appointments and crews they are assigned to. And, see which accounts or work orders list resources as preferred. Assigned Resources
Resource Absences
Resource Capacities
Resource Preferences
Service Crew Members
Service Resource Skills
Service Territory Members
Time Sheets
Service Territories Compare the number and types of service appointments, work orders, and work order line items across service territories, and view the service resources that belong to each territory. Service Appointments
Service Territory Members
Service Territory Locations
Work Orders
Work Order Line Items
Shipments View shipment address and transfer information. Product Transfers Time Sheets View time sheets’ owners, entries, and duration. Time Sheet Entries Users View field service records created by, modified by, or associated with users. Field service objects:
Assets (Asset Owner, Created By, Last Modified By)
Locations (Created By, Last Modified By)
Maintenance Plans (Created By, Last Modified By)
Operating Hours (Created By, Last Modified By)
Product Items (Created By, Last Modified By)
Product Requests (Created By, Last Modified By)
Product Request Line Items (Created By, Last Modified By)
Product Transfers (Created By, Last Modified By)
Return Orders (Created By, Last Modified By, Returned By)
Service Appointments (Created By, Last Modified By)
Service Crews (Created By, Last Modified By)
Service Resources (User, Created By, Last Modified By)
Service Territories (Created By, Last Modified By)
Shipments (Created By, Last Modified By)
Time Sheets (Created By, Last Modified By)
Work Orders (Owner, Created By, Last Modified By)
Work Types (Created By, Last Modified By)
Work Orders Compare information such as the number of appointments or line items per work order, or work order service territories. And, analyze how resource preferences and skill requirements vary between work orders. Object Milestones
Products Consumed
Product Requests
Products Required
Product Request Line Items
Resource Preferences
Service Appointments
Skill Requirements
Time Sheet Entries
Work Order Line Items
Work Order Line Items
Work Types Compare information such as work type duration and skill requirements. Maintenance Plans
Products Required
Skill Requirements
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Complete the required fields and click Next.
Note In the Store in Category dropdown menu, we recommend choosing Customer Support Reports or Other Reports. This is the category where users find the custom report type on the Reports tab. You can also create your own field service report folder. Make your choices on the Define Report Records Set page.
- Click Save.
- As needed, remove and rearrange fields from your report layout.
Salesforce also offers the Field Service Analytics App, which is bundled with the Service Analytics App. To learn more, see The Field Service Analytics App.