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Partner Relationship Management
View Partner Relationship Management Reports

View Partner Relationship Management Reports

Channel managers can stay on top of partner performance with the predesigned reports that are included with Partner Relationship Management (PRM).

Required Editions

Available for channel managers in Salesforce Classic and Lightning Experience in Enterprise, Performance, Unlimited, Developer Editions with Sales or Service. You must have at least one PRM add-on license.
User Permissions Needed
To view PRM Reports: A Salesforce admin must have shared the latest PRM Reports folder.

Every release, an automated process delivers the latest PRM report and dashboard improvements to your org. Report and dashboard folder names correspond to the Salesforce release when they were delivered.

  1. Select the Reports tab.
  2. Go to the All Folders tab and click the PRM Reports folder.
  3. Open the PRM Reports folder belonging to the most recent release.
  4. Open one of the PRM Reports sub-folders, and open the report you’re interested in.
 
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Salesforce Help | Article