---
schema_version: "1"
id: 9f64ced5dd30fd8ddc0e26e8519d9f4655df220e6b6435248a5270fa1bf5c093
title: Customize Summary Categories for Agentforce in Field Service
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_copilot_customize_reports.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_copilot_customize_reports.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d7e9568cd2f35c1257016b50171da49f6e24f81debae5d6ad96cbea03323e397
description: When a dispatcher asks Agentforce for a summary, by default, the summary looks at today’s schedule. You can add, remove, or modify the summary’s categories to suit your needs. For example, show all the unscheduled appointments for the upcoming two weeks or show all the incomplete appointments from the past week.
products:
  - Field Service
release: "264"
---
# Customize Summary Categories for Agentforce in Field Service

When a dispatcher asks Agentforce for a summary, by default, the summary looks at today’s schedule. You can add, remove, or modify the summary’s categories to suit your needs. For example, show all the unscheduled appointments for the upcoming two weeks or show all the incomplete appointments from the past week.

### 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;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions, with an <strong>Agentforce for Field Service</strong> license. Also available with <strong>Einstein 1 Field Service</strong> Edition or <strong>Agentforce 1 Field Service</strong> Edition.</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="d23599e83">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23599e83 ">To use Field Service Scheduling Summary and Create Filter actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23599e83 ">Access Agent Topics and Actions for Field Service</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._

The standard summary includes five categories. These three categories can be modified or removed:

- Unscheduled appointments due today
- Emergencies
- In-jeopardy appointments

These two categories are added to the summary if Enhanced Scheduling and Optimization is enabled and can’t be modified or removed:

- Appointments with rule violations
- Overlapping appointments

The first three categories are based on reports in a predefined dashboard. To modify, remove, or add additional categories, you need to create a new dashboard.

1. From the App Launcher, find and select **Dashboards**.
2. Open the **Agentforce: Summary of Scheduling Issues** dashboard.
3. Click **Save As** and enter a name.
4. Remove reports, modify the existing reports or [build and add new reports](https://help.salesforce.com/s/articleView?id=analytics.rd_reports_build.htm&type=5&language=en_US) based on the [available service appointment fields](https://help.salesforce.com/s/articleView?id=service.fs_appointment_fields.htm&type=5&language=en_US).
5. Save the dashboard in the Agentforce for Field Service Dashboards folder.
6. From the App Launcher, find and select **Field Service Admin**.
7. From the Field Service Settings tab, select **Dispatcher Console UI**.
8. Open the AGENTFORCE tab.
9. From the Dashboards list, select the dashboard you created.
    
    ![custom dashboard](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/copilot_custom_report.png)
10. Click **Save**.

Considerations:

- When defining reports, don't define a date.
- Due to performance issues, use selective report conditions and avoid conditions such as NOT IN or NOT EQUAL TO. See [Write Efficient Queries in Trailhead](https://trailhead.salesforce.com/content/learn/modules/database_basics_dotnet/writing_efficient_queries) for more information.
- These [Reports and Dashboards Limits and Allocations](https://help.salesforce.com/s/articleView?id=analytics.rd_reports_dashboards_limits.htm&type=5&language=en_US) apply to the dashboards and reports you create.