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            Enable Role-Based Reporting

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            Enable Role-Based Reporting

            Analyze and manage team member workloads better by creating custom reports that include team member roles.

            Required Editions

            View supported editions.
            User Permissions Needed
            To set up and manage case teams:

            Customize Application

            Manage Users

            To add the Team Role column to a custom report:

            1. In Setup, search for Report Types in Quick Find.
            2. Create a custom report using Case as the primary object and Case Team Member as the secondary object. The Case Team Member object is enabled with Team Role.
            3. You can use this custom report to generate reports that include the Team Role column.

            This process creates a customized report showing Team Role alongside other selected columns, providing insights into case assignments by role.

             
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