Review the History of Scheduling and Optimization Requests with Activity Reports

Get information on scheduling and optimization requests that you run.

Required Editions

Available in: Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

Package icon This is a Field Service managed package feature.

Activity Reports lets Salesforce admins easily monitor the activities and processes that they initiate in their Salesforce org. It provides information in one location about all your scheduling and optimization requests and shows you their status to help you identify issues and resolve them quickly.

With Activity Reports, you can generate a report for specific request types and easily identify whether they succeeded or failed. For example, generate a report on a Global Optimization request that failed. The report output details the reasons for the failure, allowing you to take action and troubleshoot the issue quickly.

Note
Note Activity Reports is available only when you’re using Enhanced Scheduling and Optimization.
Activity Reports UI
  • Set Up Activity Reports
    Configure your Activity Reports settings and learn about its limitations and considerations.
  • Generate Activity Reports
    Generate activity reports for specific request types to view information related to their status. You can generate a report for a request type that succeeded, failed, or both.