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Set Up Trade Promotion Management
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            Create Reports

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            1. Salesforce Help
            2. Docs
            3. Set up and Maintain Trade Promotion Management

            Create Reports

            Create reports to see the output of the accrual engine.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions where Trade Promotion Management, CRM Analytics, and Data Cloud are enabled.
            User Permissions Needed
            To Access Data Cloud and CRM Analytics:

            Data Cloud Architect

            CRM Analytics Platform Admin

            CRM Analytics Plus Admin
            To configure apps and assign permission sets: CGCloud Business Admin
            1. From the App Launcher, find and select Analytics Studio.
            2. Click Create, and then click Dashboard.
            3. Select Blank Dashboard.
            4. Drag Charts on to the canvas, and click Create Query.
            5. Click Salesforce Data Cloud, and then click Data Lake Objects.
            6. Select accrualoutput.
            7. Select measure as Sum of Value.
            8. For Bars, select the fields you want to segregate your data from.
              For example, you can select Account and Products.
            9. Click Done.
            10. Drag the new lens on to the canvas, and save your canvas.
             
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