Deploy Distributor Performance Reports and Dashboard

Deploy the provided reports and dashboard before you can add them to a home page or record page.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

From Setup, in the Quick Find box, enter Insurance Settings, and then select Insurance Settings.
Enable Deploy Distributor Performance Reports and Dashboard.

Important This option is available only if API access is enabled in your org.

Note You can enable this option only if the Let Multiple Producers Work on the Same Policy option is already enabled. You can monitor the deployment progress on the Deployment Status page in Setup. You are also notified about the status via email. If the deployment fails, you can resolve the errors, and then try redeploying. After a successful deployment, you can’t disable this option.

After a successful deployment, the reports are available in the Insurance Distributor Reports folder on the Reports tab in your org. The dashboard is available in the Insurance Distributor Dashboards folder on the Dashboards tab.

Before you add the dashboard or reports to a home page or record page, use enhanced folder sharing to share your dashboard and report folders.

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