Create a Daily Report
Create daily reports to capture the time that you spent on performing various tasks during each day.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. |
| User Permissions Needed | |
|---|---|
| To create daily reports: | CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
- From the App Launcher, find and select Daily Reports, and then click New.
- Select a template, enter a date, and then click Create.
- Select a template and enter a date.
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Provide these details.
Field Description Identification Daily Report Name Name of a daily report. Daily Report Template Name of a daily report template. Date Date on which a daily report is created. The value of the field is populated based on the date that's selected in the calendar. Work Time From Time at which a field rep starts work on the selected date. Work Time Thru Time at which a field rep ends work on the selected date.
Based on the time that's entered for the Work Time From and Work Time Thru fields, total working duration is calculated, and is shown in minutes for the daily report in the Total Working Duration (Min) field.
Status Accountable Name of the person who's accountable for a daily report. Responsible Name of the person who's responsible for maintaining a daily report. Phase Current phase of a daily report. The options in this list depend on the assigned workflow. Annotation Annotation Note or comment for a daily report. - Save your changes.
After you create a daily report, you can edit or delete the report. You can edit or delete only the daily reports that you created. You can edit the details for a Rejected daily report and only the Annotation for an Approved daily report. You can’t delete a daily report whose phase is Released.
