Setting up PSA Reports

Note:

Ensure PSA Reporting Expansion Pack is installed in your organization.

Profiles require permission to run PSA reports. You can create custom buttons to the page layout for the appropriate object and run your reports.

Enabling a Profile to Run Reports

Tip:

For more information about permissions to access reports and dashboards, see “User Permissions for Sharing Reports and Dashboards” in the Salesforce help.

To enable a profile to run reports:

1. From Setup, click Manage Users | Profiles.
2. Select a profile, for example, System Administrator.
3. On the Customer Portal Manager Custom page, in General User Permissions, select the Run Reports field.
4. Click Save.

Creating a Custom Button

To create a custom button that runs a PSA report:

1. Click the Reports tab and open the report that you want to create the button for.
2. Copy the Salesforce id of the report from the URL displayed in your browser.
3. From Setup, click Create | Objects.
4. Click the label of the object to which you want to add the button.
5. Click New in the custom buttons or links section.
6. Enter a label, name and description for the button.
7. If the button is to appear on the detail page for the object, click Detail Page Button. If the button is to appear on the list view of the object, click List Button.
8. If you want the report to be based on a field in a particular object:
   1. Select the object, that contains the field to which the report is to be based on from the Select Field Type drop-down list.
   2. In the large box at the bottom of the form, enter the ID of the report followed by the API name of the object and the field to which the report is to be based on in the following format:/ReportURL?pv0={!APINameofObject.APINameofField}
      Note:

      ReportURL is the ID of the report that you copied earlier.

9. Complete the remaining fields and click Save.
10. Add the button to your page layout as described in the Salesforce Help.

Adding the Assignments Summary and Unfilled Resource Requests Reports

To add the reports to your Lightning Project record page:

1. From a Project record, Click Setup | Edit Page.
2. [Optional] Create the following report tabs on the Project Lightning record page:
   • Unfilled Resource Requests
   • Assignments Summary
3. In Lightning App Builder | Components, search for the Report Chart component.
4. Drag the Report Chart component onto the preferred section on the page.
5. In Component setup, for the reports listed below that you want to add, select each report using the Report field to locate the report name, and filter by Project: Report ID in the Filter By field:
   1. Unfilled Resource Requests
      1. RR Billable Hours by Role V1
      2. RR Suggested Bill Rate Hours by Role V1
      3. RR Requested Hours by Role V1
   2. Assignments Summary
      1. Assignment Bill Rate by Role V1
      2. Assignment Cost Rate by Role V1
      3. Assignment Scheduled Hours by Role V1
6. Save and, if required, activate the layout.