---
schema_version: "1"
id: e45c14ef5fc74573716364a5e7254cc106abb2413cf8712eb5b3b15a38711907
title: Support Manager Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_setup_reporting_support_managers.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_reporting_support_managers.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 000f61265cf17acbb576c7e14b818560bc5c7a3fce2312e67d569693e330aca0
description: Explore sample support manager reports and a dashboard that come with Student Success Hub.
products:
  - Nonprofit
  - Education
release: "264"
---
# Support Manager Reports

Explore sample support manager reports and a dashboard that come with Student Success Hub.

Student Success Hub provides a sample dashboard and a set of underlying sample reports and custom report types that help support managers see trends around student needs and provide insight into their teams' workloads. Install the reports and dashboard from the Installation Manager and then customize them for your school or institution.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:25%">
          <col style="width:25%">
          <col style="width:25%">
          <col style="width:25%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d68361e50">
              <p style="margin-bottom:0;">Type of Item</p>
            </th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d68361e56">
              <p style="margin-bottom:0;">Name</p>
            </th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d68361e62">
              <p style="margin-bottom:0;">Description</p>
            </th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d68361e68">
              <p style="margin-bottom:0;">Included with</p>
            </th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Custom report type (in the Activities category)</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">Appointments</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Identifies Appointment records.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Custom report type (in the Activities category)</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">Appointments with Attendees</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Identifies Appointments with at least one related Appointment Attendees record.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Custom report type (in the Other Reports category)</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">Cases with Alerts for Support</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Identifies Student Record Cases with at least one related support Alert.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Custom report type (in the Activities category)</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">Cases with Case Teams</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Identifies Cases with related Case Team Member records.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Custom report type (in the Activities category)</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">Cases without Appointments</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Identifies Cases without related Appointment records.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Custom report type (in the Accounts &amp; Contacts category)</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">Contacts with Course Offerings with Course Connect</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Identifies Contacts with related Course Offerings and related Course Connections.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Custom report type (in the Activities category)</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">Success Plans with Activities</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Identifies Success Plans with at least one related Activities record.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Custom report type (in the Administrative Reports category)</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">Users with Managers</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Identifies Users with at least one related User (Manager) record.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Dashboards folder</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">SSH Support Manager Dashboard</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Contains the sample dashboard.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Sample dashboard</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">SSH Sample Support Manager Dashboard</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">See how effectively support staff reach students and how your team is performing across key indicators.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Reports folder</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">SSH Sample Support Manager Reports</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Contains sample reports on appointments, Success Plans, Alerts, Cases, and Users.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Sample report</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">My Team's Upcoming Appointments</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Details about Support Events in the next 7 days for support staff on my team, grouped by start date and location.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Sample report</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">My Team's Appointment Topics</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Appointment topics for support staff on my team, grouped by calendar quarter.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Sample report</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">My Team's Open and Overdue Tasks</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Sums of all open and overdue Tasks in open Success Plans for support staff on my team, grouped by Success Plan.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Sample report</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">Overdue Tasks in My Team's Success Plans</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">The percentage of Tasks that are overdue in open Success Plans for support staff on my team, grouped by student.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Sample report</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">My Team's Student Caseload</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">The number of students assigned to each support staff member on my team.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Sample report</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">My Team's Open Alerts by Student</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">Details about open Alerts for support staff on my team, grouped by student.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Sample report</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">My Team's Alerts by Month</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">The total number of Alerts owned by support staff on my team by month, based on Created Date.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Sample report</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">My Team's Open Alerts by Type</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">The number of open Alerts for support staff on my team, grouped by record type.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type of Item" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e50 ">
              <p style="margin-bottom:0;">Sample report</p>
            </td>

            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e56 ">
              <p style="margin-bottom:0;">My Team's Logins</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e62 ">
              <p style="margin-bottom:0;">The date when support staff on my team last logged in to Student Success Hub.</p>
            </td>

            <td data-label="Included with" class="slds-cell-wrap" style="vertical-align:top;" headers="d68361e68 ">
              <p style="margin-bottom:0;">Higher ed, K-12</p>
            </td>

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