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Build Your Own Custom Reports for Sales Engagement
If the standard reports don’t meet your business needs, you can create additional custom report types to link cadence trackers with leads, contacts, accounts, and other objects. Cadence trackers represent the targets you add to cadences.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform. |
Beyond standard reports, there are report types that can be cloned and leveraged to unlock additional fields. A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects.
In addition to the standard reports included with Sales Engagement, there are included report types that can be cloned and edited to include additional fields. A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects.
If an object you’re interested in isn’t included in the standard reports, you can create a report type to access that object’s fields. Common use cases are:
- Accounts and Cadence Trackers
- Opportunity Contact Roles and Cadence Trackers
- Email Messages with Contacts and Email Messages with Leads (If you don’t use Einstein Activity Capture)
Custom Report Types Included with Sales Engagement
Several custom report types are included with Sales Engagement. Sample reports are available for each report type.
| Custom Report Type | Description |
|---|---|
| Accounts with Contacts with Daily Engagements | Accounts, contacts, and their engagements per day. |
| Cadences & Steps | Sales cadences and the associated steps. Allows reporting on information such as the engagement of each sales cadence. |
| Cadences & Steps with Monthly Metrics | Sales cadences and the associated steps. Allows reporting on information such as the engagement of each sales cadence by month. |
| Cadences & Trackers | Sales cadences and associated trackers. Allows reporting on information such as the exit status for each target. |
| Cadences and Trackers (Inner join) | Sales cadences and associated trackers. Allows reporting on information such as the exit status for each target. |
| Call Script Engagement Report | Which call script results in the best target engagement? |
| Call Script Monthly Engagement | Call script engagements by month |
| Contacts and Cadence Trackers | Contacts and associated trackers |
| Contacts with Daily Engagements | Contacts and their engagements per day |
| Contacts with Monthly Engagements | Contacts and their engagements per month |
| Email Template Engagement Report | Which email template results in the best target engagement? |
| Email Template Monthly Engagement | Email template engagements by month |
| Leads and Cadence Trackers | Leads and associated trackers |
| Leads with Daily Engagements | Leads and their engagements per day |
| Leads with Monthly Engagements | Leads and their engagements per month |
| Leads With or Without Cadence Trackers | Leads that may or may not have sales cadence trackers |
| Users with Daily Metrics | Users and their engagements per day |
| Users with Monthly Engagements | Users and their engagements per month |
Custom Report Types Administrators Can Create for Sales Engagement
If the included report types don’t meet your business needs, you can create additional custom report types in Setup. These are some examples.
| Report Type | Purpose | Considerations |
|---|---|---|
| Accounts + Cadence Trackers | Combining accounts with cadence trackers lets sales managers see which of their person accounts are in a cadence and how each completed it. | Because you can add only person accounts to cadences, the report includes just those accounts. To use this report type, Person Accounts must be enabled in Setup. |
| Opportunity Contact Roles + Cadence Trackers | Combining opportunity contact roles with cadence trackers lets sales managers see which of their opportunity contacts are in a cadence and how each completed it. | -- |
Email Message Report Types
Your admin can create custom report types to display record level detail for individual email sends.
Record-level details include:
- Details of the email, such as to/from/cc and subject/body.
- First open and last open engagements, as well as linked replies.
- Contact or lead details can be included by joining those objects to the report.
Email message records aren’t generated for Einstein Activity Capture-enabled users.
You can create these custom report types in Setup.
| Report Type | Purpose |
|---|---|
| Email Message and Contacts | Managers and sellers can drill into email details to surface information like send and recipient info, send time, first/last open date stamps, subject, and body details. |
| Email Message and Leads | Managers and sellers can drill into email details to surface information like send and recipient info, send time, first/last open date stamps, subject, and body details. |
- Glossary of Sales Engagement Reporting Terms and Objects
Sales Engagement introduces several new terms and objects. Understanding these objects helps you make the most effective use of Sales Engagement reporting. - Glossary of Sales Engagement Email Metrics Fields
Sales Engagement reports contain many fields that show email activity and recipient engagement. You can also use these fields when building your own reports.
