Use product and asset reports to view information about the products your users currently have installed. Find out what assets your customers have, list the cases filed for a particular asset, or identify assets that aren’t associated with a product.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
Special Features of Product and Asset Reports
Consider the following when running product and asset reports:
- Standard Reports
- Use the Assets without Products report, available from the “Products and Asset Reports” folder to list the assets that are not associated with a product. Depending on how you use assets, these assets can represent your competitor’s products.
- Report Types
- To create a custom report showing what assets your customers have, click New Report from the Reports tab and choose the Accounts with Assets or Contacts with Assets report type from the Accounts & Contacts report type category.
- To view a list of the cases filed for a particular asset, click New Report from the Reports tab and choose the Assets with Cases report type from the Price Books, Products and Assets option.