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Set Up and Maintain Retail Execution
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            Create Daily Report Template Activities

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            Create Daily Report Template Activities

            Add activities for which the time must be tracked to a daily report template. When a report is created by using the template, all the activities in the template are added in the report. Sales reps can then add the time that was spent on each of those activities.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.
            User Permissions Needed
            To add activities to daily report templates:

            CGCloud Business Admin

            OR

            CGCloud Retail Business Admin
            1. From the App Launcher, find and select Daily Report Templates, and then select a template.
            2. In the Daily Report Template Activities related list, click New.
            3. Select an activity.
            4. Enter the number of hours for which the template is active, and then save your changes.
             
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