Set Up Activity Reports

Configure your Activity Reports settings and learn about its limitations and considerations.

Available in: Lightning Experience

The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

Package icon This is a Field Service managed package feature.

Configure Activity Reports

Assign user permissions and enable Activity Reports.

User Permissions Needed
To assign a permission set license:	Manage Users
To configure Activity Reports:	Field Service Admin permission set AND Field Service Integration permission set

Assign users these permission sets. See Assign Field Service Permissions.
- Field Service Admin permissions
- Field Service Integration permissions
Enable Activity Reports.
1. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
2. Click Scheduling | General Logic and enable Generate activity reports and retrieve optimization request files.

Review the limitations and considerations of Activity Reports.

Activity Reports applies only to Enhanced Scheduling and Optimization and to these scheduling and optimization request types.
- Drag and Drop
- Get Candidates
- Book Appointment
- Schedule
- Resource Schedule Optimization
- Global Optimization
- In Day Optimization
- Fix Schedule Overlaps
- Bundling: Manual Requests
- Appointment Insights
Activity Reports doesn’t support Government Cloud environments.
The activity reports’ output shows delayed information related to scheduling and optimization requests of up to 1 hour.
Scheduling and optimization requests that are in progress when you generate an activity report are included in the report’s output but with partial information only. To show all information related to a certain request, generate another report after the request is completed.
When you enter an activity report’s criteria and select a date range that’s in the future, an error message shows. If you don’t change the date range, the message continues to appear even after the date range is no longer in the future. When you refresh the browser, the error message disappears.