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            Generate a Salesforce Report for Amazon Connect Usage and Billing

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            Generate a Salesforce Report for Amazon Connect Usage and Billing

            View your Salesforce org’s Amazon Connect usage, minutes, and costs, and Amazon Lex usage with Salesforce reports. Create a custom report type and then generate a report on your Salesforce org’s usage.

            Required Editions

            This article applies to:

            • Service Cloud Voice with Amazon Connect
            View supported editions.
            User Permissions Needed
            To create custom report types: Create and Customize Reports AND Manage Custom Report Types
            To delete custom report types: Create and Customize Reports AND Manage Custom Report Type AND Modify All Data
            To create, edit, and delete reports in private folders: Create and Customize Reports
            To create, edit, and delete reports in public and private folders: Report Builder (Lightning Experience
            1. Create a custom report type for your org’s Amazon Connect usage.
              1. From Setup, enter Report Types in the Quick Find box, then select Report Types.
              2. Click New Custom Report Type.
              3. Select your primary object.
                • To report on Amazon Connect usage (number of minutes) and costs (billing), select Service Cloud Voice Usage and Cost.
                • To report on Amazon Connect metrics, select Service Cloud Voice Minutes.
                • To report on Amazon Lex metrics, select Service Cloud IVR.
              4. Enter the Report Type Label and the Report Type Name. The label can be up to 50 characters long. If you enter a name that is longer than 50 characters, the name gets truncated. The name is used by SOAP API.
              5. Enter a description for your custom report type, up to 255 characters long. If you enter a name that is longer than 255 characters, the name gets truncated.
              6. For the Category, select Other Reports.
              7. For the Deployment Status, select Deployed.
              8. Click Next.
              9. Save your work.
            2. Build the report in Lightning Report Builder.
              1. In the Reports tab, click New Report.
              2. Find the report type that you created in the previous step.
              3. The report opens in edit mode and shows a preview.
                Add fields to your report as columns, group rows columns, filter the report data, and show or hide charts. Customize your report until it shows exactly the data that you need.
                To create a report that shows monthly AWS services and billing charges, filter the report by Billed AWS Service, UsageMonth, and UsageYear fields. Because this report type does not include a standard date field or default date filters, you must use the UsageMonth and UsageYear columns to filter for specific time ranges. When you filter by UsageMonth and UsageYear fields, this report shows minutes and charges for the specified month and year. To understand usage measurements, filter the report by Usage Unit and Usage Quantity.
              4. When you save your work, give your report a name and a description.
              5. To view report results, click Run.

            See Also

             
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