---
schema_version: "1"
id: a564e674b09e6f910f5d5f7f2d9cdde5f57aa1e94f5ee337232e661defc78814
title: Set Up Field Service Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_set_up_customer_reports.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_set_up_customer_reports.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7a081cc5a59f62d4a7da54e8c78dcd15e0c5ae97b1144bebc47311c4f6ea81d3
description: Create service reports for work orders, work order line items, or service appointments and email them directly to customers. Use standard templates, or create variations of your own.
products:
  - Field Service
release: "264"
---
# Set Up Field Service Reports

Create service reports for work orders, work order line items, or service appointments and email them directly to customers. Use standard templates, or create variations of your own.

### 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>

You can use either Service Reports or Document Builder to create service documents, but only one of these features can be enabled and in use at a time. If you enable Document Builder, the Service Report button is hidden for users. You can continue to use Service Reports, but we suggest adopting Document Builder to get the most out of your service document experience.

![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 Service report PDFs don't support right-to-left text layout. For more information, see [Right-to-Left (RTL) Language Support](https://help.salesforce.com/articleView?id=faq_getstart_rtl.htm&language=en_US).

- **[Create Field Service Report Templates](https://help.salesforce.com/s/articleView?id=service.fs_customer_reports_settings.htm&release=264.0.0&type=5)**  
    In Field Service, a service report summarizes a work order or service appointment in a PDF that your customers and team members can sign. To control what appears in your service reports, create service report templates.
- **[Create Field Service Customer Reports](https://help.salesforce.com/s/articleView?id=service.fs_create_customer_reports.htm&release=264.0.0&type=5)**  
    In Field Service, create service reports to give your customers summaries of the work that your field service team performed.
- **[Document Builder](https://help.salesforce.com/s/articleView?id=service.fs_document_builder_about.htm&release=264.0.0&type=5)**  
    Document Builder is the Salesforce Field Service solution for creating richly formatted and branded PDF service documents for your business needs.

#### 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.")