Administrative Reports

Special Features of Administrative Reports

Standard Reports

• The All Active Users report lists the active users in your organization and when they last logged in.
• The Users Logged in This Week report lists all the users who have logged in to Salesforce in the past 7 days. If Communities is enabled, you can add a Community column so that you can see which communities users have logged in to.
• The Documents report lists the documents within each document folder.
• The All Pending Approval Requests report lists the approval requests awaiting approval for each approval process. The My Delegated Approval Requests report is listed in the Activity Reports folder.
• If your organization uses territories, the User Territory Report in the Territory Reports folder summarizes the territories to which users have been assigned.

Report Types

• Create a custom report that lists your organization’s reports and the last time each report was used. Choose Administrative Reports and select Reports as the report type.
• If your organization uses Communities, you can report on login history for external members of your communities.
  1. Create a custom report.
  2. Select Administrative Reports.
  3. Select Users as the report type.
  4. Add Community to your report columns.
  5. Add a filter that includes profiles of community users.
• If your organization uses a Salesforce Customer Portal, you can report on Customer Portal users:
  1. Create a custom report.
  2. Choose Administrative Reports.
  3. Select Users as the report type.
  4. Add License Type, Profile, and Role to your report columns. You can’t report on roles for high-volume portal users because they don’t have roles.
     

     Note Permission sets aren't supported.
  You can also add the Customer Portal Account field to your account reports to view which accounts have contacts enabled to use the portal.
• You can create custom report types from which users can report on your organization's reports and dashboards. When defining a custom report type, select Reports or Dashboards from the Primary Object dropdown list on the New Custom Report Type page.

Tips for Administrative Reports

• Users with the Manage Users permission can create a custom user report that lists the details of users' login attempts. The relevant fields—such as Login Date/Time, Source IP Address, and Login Status—are grouped in the Login History section of the Select Columns step. The Client Type field shows whether the user logged in via a web browser or an alternate interface such as Connect for Lotus Notes or a partner portal. You can also see which users have never logged in by setting report criteria: select the Login Date/Time field and the “equals” operator and leave the third value blank.