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Use Custom Report Types to Report on Support Activity
Cases and Solutions come with a number of custom report types that you can use to track your team’s work with cases and solutions.
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Use the built-in custom report types to create reports on the number of cases created, case comments, case emails, case owners, case contact roles, cases with solutions, the length of time since the case last changed status or owner, and the history of case fields.
You can also report on your organization’s solutions, including solution history, the languages in which solutions have been written, and whether translated solutions are out of date.
Some custom report types become available only when you enable their related features. For example, when you enable historical trend reporting for Cases, you automatically get a Cases with Historical Trending custom report type.
- Cases with Historical Trending
- Use the Cases with Historical Trending custom report type to analyze changes in case data over time. Available when Historical Trend Reporting is enabled.
- Cases and Emails
- Create a custom report to view a list of both inbound and outbound emails by case by choosing the Cases and Emails report type. This type of report is available when Email-to-Case or On-Demand Email-to-Case is enabled.
- Translated Solutions
- Choose the Translated Solutions report to summarize the translated solutions associated with each master solution.
- Contact Role
- Choose the Contact Role report to show all cases with their associated contact roles.
- Cases with Articles
- Choose the Cases with Articles report to see the articles attached
to cases. This report is available if Salesforce Knowledge is enabled.
The report displays articles even if they're not marked as available for the internal app channel.
- Case Lifecycle
- Run case lifecycle reports to view the results of the Range field, which indicates the length of time since the case last changed status or owner. Each time the status or owner changes, the counter begins again at zero.
- Service Contracts with Entitlements
- Use the Service Contracts with Entitlements report type to report on the services your customers are entitled to. Available when Service Contracts with Entitlements is enabled.
- Accounts with Entitlements with Contacts
- Lists accounts with entitlements that include contacts (named callers). Available when Service Contracts with Entitlements is enabled.
- Service Contracts with Contract Line Items
- Lists service contracts with contract line items (products). Available when Service Contracts with Contract Line Items and Entitlements is enabled
- Cases with Milestones
- You can create a custom report to view a list of cases with milestones by choosing the Cases
with Milestones report type. This report type is available if entitlements is
enabled.
Note Milestone status in list views and reports is based on the related entitlement process’ end time. If a user’s profile doesn’t include access to the Entitlement Process End Time case field, reports and list views that they view may show an incorrect milestone status on cases. The case record and Case Milestones related list will still display the correct milestone status values. - Case History/Solution History
- Use the Case History and Solution History report types to track the history of standard and custom fields on cases and solutions where field histories are set up for tracking. Use these reports to see tracked fields' old and new values. You can't use filter conditions to search the results of the Old Value and New Value fields.
- Entitlements and Contracts
-
Use custom report types to define report criteria from which users
can run and create reports
on entitlements, service contracts, and contract line items. After
entitlement management is
enabled, Salesforce automatically includes the following custom
report types:
Custom Report Type Description Report Type Location Accounts with entitlements with contacts Lists accounts with entitlements that include contacts (named callers). Accounts & Contacts Service contracts with contract line items Lists service contracts with contract line items (products). Customer Support Reports Service contracts with entitlements Lists service contracts with entitlements. Customer Support Reports

