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Configure Reports for Partner Scorecard
Assigning metrics to a Partner Scorecard is easy, but it’s important to correctly configure the reports. Follow these tips to display accurate information in your scorecard.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete reports in private folders: | Create and Customize Reports |
| To create, edit, and delete reports in public and private folders: | Report Builder OR Report Builder (Lightning Experience) |
Here are a few things to keep in mind regarding the reports that you associate with your partner scorecard:
- Scorecards do not support report types on Account. To display data about objects that are related to Accounts, use a report type associated with a supported object or create a custom report type that includes both Account and a supported object.
- Each Metric is pulled from a summary field of a report. For a report to work with scorecards, it can have a maximum of one summary field in addition to the row count. The summary value is what is displayed on your scorecard. Your metric must be associated with a summary report or the data does not display correctly.
- You must have read access on all reports that you want to associate and view with scorecards.
- If an account is disabled, scorecards associated that account are permanently deleted.
- Account ID fields must be available on the report. The Scorecard component dynamically filters reports to the current Partner Account.
The following table displays information about which objects Scorecards support and how to set up reports for them.
| Object | Report Type | Actions to Take |
|---|---|---|
| Opportunity | Standard | Set Field Level Security of Partner Account to Visible for all profiles of users viewing scorecards. |
| Opportunity | Custom | Set Field Level Security of Partner Account to Visible for all profiles of the users viewing scorecards. Add the Partner Account ID field to the report type layout. |
| Lead | Standard | Set Field Level Security of Partner Account to Visible for all profiles of the users viewing scorecards. |
| Lead | Custom | Set Field Level Security of "Partner Account" to Visible for all profiles of the users viewing scorecards. Add the Partner Account ID field to the report type layout. |
| Case | Standard | No Action Necessary. Case Contact Account Id assumed to be Partner Account ID. |
| Case | Custom | Add the Case Contact’s Account Id field to the report type layout |
| Partner Fund Allocation | Standard | No standard report types exist for this object. |
| Partner Fund Allocation | Custom | Add the Channel Partner Account ID field to the report type layout. |
| Partner Fund Request | Standard | No standard report types exist for this object. |
| Partner Fund Request | Custom | Add the Channel Partner Account ID field to the report type layout. |
| Custom Object | Standard | Add custom lookup field on Accounts. API name must be Scorecard_Account. Must use "(Custom Object) with Account" as report type. |
| Custom Object | Custom | Add custom lookup field on Accounts. API name must be Scorecard_Account. Add the Account ID field to the custom object layout. |
| Any Standard Object with an Account field and no Partner Account field | Standard | Scorecards do not support this type of report with default fields. Add a custom Lookup Relationship field on Accounts. The API name must be Scorecard_Account. Use "(Custom Object) with Account" as the report type. |
| Any Standard Object with an Account field and no Partner Account field | Custom | Scorecards do not support this type of report with default fields, unless a supported object is included in the report type. Otherwise, add a custom Lookup Relationship field on Accounts. The API name must be Scorecard_Account. Add Account Id to the report type layout. |
| Any other standard object | Standard | Scorecards do not support this type of report with default fields, unless a supported object is included in the report type. Otherwise, add a custom Lookup Relationship field on Accounts. The API name must be Scorecard_Account. Use "(Custom Object) with Account" as the report type. |
| Any other standard object | Custom | Add a supported object to the report type, or add a custom lookup relationship field on Accounts. API name must be Scorecard_Account. Add the Account ID field to the report type layout for the custom entity |
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