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Set Up Trade Promotion Management
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            Create a Report Metadata

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            Create a Report Metadata

            Report metadata is a configuration JSON that controls the behavior of the report. Configure report metadata to define how data is filtered, aggregated, and shown in a report. The components of a report metadata JSON are datasources, attributes, filters, and UIMapping.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To configure a report metadata: CGCloud Real-Time Reporting Admin
            1. From the App Launcher, enter RTR, and then select RTR Report Configurations.
            2. Click New.
            3. Enter the name of the configuration.
            4. For Usage, select Report Metadata.
            5. To show KPI values in the report, select a reporting KPI set.
            6. Select the sales organization that the report is created for.
            7. Save your changes.
            8. Enter a JSON configuration, and then click Save.
            • JSON for Report Metadata
              Datasources, attributes, filters, and UIMapping are the components of the JSON structure of report metadata.
            • Properties of a Filter
              Define the properties of a filter to determine the capability of the filter.
            • Components of UIMapping
              A report can either be shown as a flatlist, scorecard, or chart.
            • Reports for Custom Months and Quarters
              If you set up custom months and quarters for your sales organization, you can create reports for custom weeks by default. However, you must update the report metadata JSON to view reports for the custom months and quarters.
            • Preconfigured Report Metadata
              You can use preconfigured report metadata to create reports, however you must create the app page and include the report in TPM. To see KPIs of your org in a report, modify a preconfigured report metadata and replace its KPIs with your org’s KPIs.
            • Examples: JSON for Report Metadata
              Here are a few examples of report configurations.
             
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