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Sales Programs and Partner Tracks with Enablement
Enablement Reports and Report Types

Enablement Reports and Report Types

Prebuilt reports are available for tracking users’ progress toward completing programs, milestones, exercises, and outcomes. If you want to create your own Enablement reports, several report types (also referred to as pre-designed custom report types) are also available.

Required Editions

Available in: Lightning Experience
Enablement is available in Developer Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition Editions for an additional cost
Enablement Lite is available with Sales in: Enterprise, Performance, and Unlimited Editions
Partner Enablement is available in Developer Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: Enterprise, Performance, and Unlimited Editions for an additional cost. A supported PRM add-on license is required.

Prebuilt Reports

Find prebuilt reports for different Enablement program types in separate folders. Prebuilt reports track program completion, exercise completion, milestone progress, and outcome progress. User progress data includes users that are assigned to programs and users who have self-enrolled. If Enablement analytics change, we update the prebuilt reports in a release with a new version. When the prebuilt analytics don’t change, the reports from the previous release remain the latest version. For example, if the analytics don’t change in Winter ’25, the reports in Enablement Dashboard Reports Summer ’24 folder remain the latest version. For Enablement Lite and full Enablement programs, analytics include reports that track responses for Feedback Request exercises.

Report Types

These report types can be used to create custom reports. These report types are available when you create custom reports. See Build Reports in Lighting Experience.

Enablement Lite Report Type Enablement Report Type Partner Enablement Report Type Description
Feedback Responses Release Name (Enablement Lite) Feedback Responses Release Name None Report on the feedback delivered to users by their peers and managers via the Feedback Request exercise. Add details to your report such as assessment survey questions, ratings, short text responses, and the names of responders.
Program Definition Release Name (Enablement Lite) Program Definition Release Name None Review your analytics with a program-like structure. See each program task, target day, results, and more directly in a report and dashboard.
Program Progress Release Name (Enablement Lite) Program Progress Release Name Program Progress Release Name (Partners) Report on program progress. The overall program progress isn’t captured in this report.
Program Item Progress Release Name (Enablement Lite) Program Item Progress Release Name Program Item Progress Release Name (Partners) Report on tasks like exercises, milestones, and outcome progress. Overall program progress isn’t captured in this report.
Note
Note Partner Enablement programs don’t include Action Item, Feedback Request, and Trailhead exercise types.
 
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