Reports for Order Management

Use reports to retrieve and analyze order, fulfillment, and payment information to help you optimize service delivery and keep your order workflow running smoothly.

• Order Management Report Types
  Your Salesforce admin defines report types that determine the reports that you can create.
• Order Management Report Templates
  Order Management includes five prebuilt report templates based on custom report types.
• Install the Order Management Basic Reports Package
  Install the Order Management Basic Reports package to use prebuilt report templates.
• View the Order Management Reports Dashboard
  The Order Management Reports package includes a prebuilt reports dashboard. The dashboard is built from components of the available reports and shows key metrics at a glance. You can edit the components on the dashboard to meet your business needs. Use report filters to define the date ranges to display for each component.
• Run Order Management Reports
  Run Order Management reports to view and analyze information about your orders.