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Set Up Trade Promotion Management
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            Deploy Reports

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            3. Set up and Maintain Trade Promotion Management

            Deploy Reports

            You can use the out-of-the-box reports available in the CG managed package as-they are. However, to customize these out-of-the-box reports or to add these reports to a dashboard, deploy the report source code in your org. After you deploy the report source code, make sure to verify that the reports are deployed successfully.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To deploy reports: CGCloud Business Admin

            You can deploy these reports:

            • Fund_Claims: Shows funds and assigned payment tactics. The deductions are grouped by Claim Type.

              Fund claim

            • Fund_Tactics: Shows funds and assigned tactics. The deductions are grouped by Tactic Type.

              Fund tactic

            • Funds: Shows aggregated Funding KPIs. Uses fund templates and the funds are grouped by Type.
            • Claims: Shows claims. The claims are grouped based on the claims’ age.

            You can deploy these report types:

            Note
            Note Deploy all the report types corresponding to the reports that you want to deploy.
            • Funds_With_Payment_Tactic_funds: Report type for funds and assigned Fund Payment Tactics template from add-ons. Use this report type to configure fund reports with claim-related information.
            • Funds_With_Tactic_Funds: Report type for funds and assigned Fund Tactics Template from add-ons. Use this report type to configure fund reports with Tactic-related information.
            • Fund_Template: Report type for Funds Template from add-ons. Use this report type to configure Fund reports.
            1. From the command prompt, go to cgcloud_CGCloudAddons | TPM | Reports | Fund Reports.
            2. Deploy these folders by using Salesforce CLI commands:
              • sf project deploy start --source-dir ./force-app/main/default/reportTypes --target-org <username/alias>
              • sf project deploy start --source-dir ./force-app/main/default/reports --target-org <username/alias>
            3. From the App Launcher, find and select Reports.
            4. In the navigation tree, click All Folders.
            5. Share reports with Public Groups for All Internal Users:
              1. From the All Folders view, click the dropdown arrow on the TPM Reports row, and then click Share.
              2. For All Internal Users, give the Manage access.
              3. Click Share, and then click Done.
             
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