PSA Reporting Expansion Pack

Note:

For more information about permission to use the PSA Reporting Expansion Pack, and creating custom buttons to run reports, see Setting up PSA Reports.

Reports

Clicking the Reports tab displays the reports home page. The Reports tab is part of the underlying Salesforce platform. If you are an existing Salesforce user, you may have some custom reports already. See the "Reports" section of the Salesforce Help for more information.

Enter keywords to search for a custom report and click Find Report. This search looks for matches in the Report Name and Description fields.

In the Report Folders section, select 'PSA Reports' to view the standard PSA reports. If this category does not exist, ask your administrator to install the PSA Reporting Expansion Pack on your organizationClosed A deployment of the Salesforce/FinancialForce applications with a defined set of licensed users. Your organization (org) includes all of your data and applications, and is separate from all other orgs.. See "Getting Started with FinancialForce PSA" for more details.

You can customize the reports in the PSA Reporting Expansion Pack. For information about the reports included in the PSA Reporting Expansion Pack, see Default PSA Reports. For information about customizing a default report, see Editing a Default Report or Dashboard.

History Tracking and Reporting

The History related list of a detail page tracks changes to the object. Any time a user modifies any of the fields whose history is set to be tracked, a new entry is added to the appropriate History related list. All entries include the date, time, nature of the change, and who made the change. Click the help icon in the History related list section for information about setting up which fields are tracked.

If this list is very long, or you want to generate a printable change history report, click the Reports tab and select the appropriate report from the PSA Reports folder.

See the Salesforce Help for more information.

Dashboards

Clicking the Dashboards tab displays the dashboards home page. The Dashboards tab is part of the underlying Salesforce platform. If you are an existing Salesforce user, you may have some custom dashboards already. See the "Dashboards" section of the Salesforce Help for more information.

You can customize the dashboards in the PSA Reporting Expansion Pack. For information about the dashboards included in the PSA Reporting Expansion Pack, see Default PSA Dashboards. For information about customizing a default report, see Editing a Default Report or Dashboard.