---
schema_version: "1"
id: c5e9877bc934ae9d01f0c3103749c8ad7cd97c37b885b73cd868c49a0bb4869b
title: Set Up Activity Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_activity_reports_set_up.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_activity_reports_set_up.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 392f762a8469fa741398c1b65081a7dcf6f7ecdb4489c1aae9ce3820c3d5002d
description: Configure your Activity Reports settings and learn about its limitations and considerations.
products:
  - Field Service
release: "264"
---
# Set Up Activity Reports

Configure your Activity Reports settings and learn about its limitations and considerations.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service 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>

![Package icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_package.png) _This is a Field Service managed package feature._

## Configure Activity Reports

Assign user permissions and enable Activity Reports.

### Required Editions

<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="d109708e107">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d109708e107 ">To assign a permission set license:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d109708e107 ">Manage Users</td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d109708e107 ">To configure Activity Reports:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d109708e107 ">Field Service Admin permission set AND Field Service Integration permission
                  set</td>

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

1. Assign users these permission sets. See [Assign Field Service Permissions](https://help.salesforce.com/s/articleView?id=service.pfs_set_profiles_perms.htm&type=5&language=en_US).
    - Field Service Admin permissions
    - Field Service Integration permissions
2. Enable Activity Reports.
    1. From the App Launcher, find and open the **Field Service Admin** app, and then click the **Field Service Settings** tab.
    2. Click **Scheduling** | **General Logic** and enable **Generate activity reports and retrieve optimization request files**.

## Activity Reports Limitations and Considerations

Review the limitations and considerations of Activity Reports.

- Activity Reports applies only to Enhanced Scheduling and Optimization and to these scheduling and optimization request types.
    - Drag and Drop
    - Get Candidates
    - Book Appointment
    - Schedule
    - Resource Schedule Optimization
    - Global Optimization
    - In Day Optimization
    - Fix Schedule Overlaps
    - Bundling: Manual Requests
    - Appointment Insights
- Activity Reports doesn’t support Government Cloud environments.
- The activity reports’ output shows delayed information related to scheduling and optimization requests of up to 1 hour.
- Scheduling and optimization requests that are in progress when you generate an activity report are included in the report’s output but with partial information only. To show all information related to a certain request, generate another report after the request is completed.
- When you enter an activity report’s criteria and select a date range that’s in the future, an error message shows. If you don’t change the date range, the message continues to appear even after the date range is no longer in the future. When you refresh the browser, the error message disappears.

#### See Also

- [Field Service Scheduling and Optimization Services](https://help.salesforce.com/s/articleView?id=service.pfs_scheduling_services.htm&type=5&language=en_US)