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Report on Salesforce Knowledge Articles
Use Salesforce Knowledge custom reports to track how articles are created, maintained, and delivered.
Required Editions
| User Permissions Needed | |
|---|---|
| To create or update custom report types: | Manage Custom Report Types |
| To create a public reports folder: | Manage Public Reports |
As an administrator, you can create custom report types so agents can create reports on Salesforce Knowledge articles. Custom report types are the only way to make reports about articles available for your readers. Salesforce does not provide sample article reports or a standard report folder for articles.
Tip The Knowledge Base Dashboards and
Reports AppExchange package provides over two dozen
reports that help you monitor the knowledge base and analyze usage
metrics.
- Create a Folder for Article Reports
Create a public folder where you can store article reports for your users. - Create a Report Type for Article Reports
Create a custom report type to report on Salesforce Knowledge article data. - Create an Article Report
Run your custom report on your Salesforce Knowledge articles and save them to your article reports folder. - Fields Available on Salesforce Knowledge Reports
The fields you can use in a knowledge report depend on the type of information you are reporting on.
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