---
schema_version: "1"
id: 5ce9b59c28d615c97f3c31f0baa87ce8f62403507d4a1e1167f2f34551ead356
title: Build and Run a Legacy Partner Connect Status Report
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/prm_pc_fix_exp_imp_up_report.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.prm_pc_fix_exp_imp_up_report.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dedc3da9cdf416086832f0d26cfe448a932273058af7efd074253e33920920a7
description: Vendor and partner admins can build a report to see the status of the export, import, and update transactions sent between orgs. Doing so lets admins address recurring issues, such as failed exports, imports, or updates.
products:
  - Sales
  - Slack
  - Cross Cloud
release: "264"
---
# Build and Run a Legacy Partner Connect Status Report

Vendor and partner admins can build a report to see the status of the export, import, and update transactions sent between orgs. Doing so lets admins address recurring issues, such as failed exports, imports, or updates.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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          <col style="width:50%">
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        <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="d6172e27">User Permissions Needed</th>
          </tr>
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          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6172e27 ">To create, edit, and delete a Partner Connect Status Report in a private
              folder:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6172e27 ">
              <p>Create and Customize Reports</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Data</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6172e27 ">To create and update custom report types and build reports:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6172e27 ">
              <p>Manage Custom Report Types</p>
              <p>AND</p>
              <p>View Setup and
                Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Roles &amp; Role Hierarchy</p>
            </td>
          </tr>
        </tbody>
      </table>

1. [Create a custom report type](https://help.salesforce.com/s/articleView?id=xcloud.reports_defining_report_types.htm&type=5&language=en_US) for External Record Share Record Mappings so you can build a report on Partner Connect export, import, and update transactions. For the Primary Object, select **External Record Share Record Mappings**. If you want users who don’t have the Manage Custom Report Types to build reports using the Partner Connect report type, set the Deployment Status to **Deployed**. Otherwise, select **In Development**.
2. To include the name of the vendor or partner company that’s involved with each transaction, add a lookup field to the External Record Share Connection object on this custom report type. From the saved view of the custom report type, click **Edit Layout** on the Fields Available for Reports section.
    1. From View: External Record Share Record Mappings Fields, click **Add fields related via lookup**.
    2. From the Add Fields via Lookup screen, click **External Record Share Connection**.
    3. Select the fields you want to add to your report. We recommend adding Connection Name. Then click **OK**.
3. Start building the report. On the Analytics tab, select **Create** | **Report**, or on the Reports tab, click **New Report**.
4. For the report type, select the custom report type that you created for External Record Share Record Mappings in step 1 and click **Start Report**.
5. Include the fields you want in the report by adding them as columns.
    
    We recommend adding these columns: External Record Share Connection: Connection Name, Internal Record: Full Name (if you’re integrating leads), Internal Record: Opportunity Name (if you’re integrating opportunities), Outbound Status, Inbound Status, and Last Modified Sent.
6. Click **Run**. Then click the action menu down arrow, click **Save**, and give the report a name and description.
    
    Save the report in your Private Folder unless you want users in your org with permission to run reports to have access to it.

The report that you created shows the inbound and outbound statuses of the latest attempted record exports and imports, and the latest attempted updates to connected external records. For help interpreting your Partner Connect Report, see [Assess Export, Import, and Update Issues With a Legacy Partner Connect Status Report](https://help.salesforce.com/s/articleView?id=slack.prm_pc_fix_exp_imp_up_report_assess.htm&release=264.0.0&type=5 "Vendor and partner admins can diagnose recurring export, import, and update issues by building Partner Connect status reports and working together to interpret the issues.").

#### See Also

- [Design the Field Layout for Reports Created from Your Custom Report Type](https://help.salesforce.com/s/articleView?id=xcloud.reports_report_type_setup.htm&type=5&language=en_US)