PSA Reporting Expansion Pack

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 organizationA deployment of the Salesforce/FinancialForce applications with a defined set of licensed users. Your organization includes all of your data and applications, and is separate from all other organizations.. See "Getting Started with FinancialForce PSA" for more details.

• Click New Report to create a new custom report.
• Click the report name and then Run Report to run the report.
• Click Edit on the drop-down list next to a report to customize the report's properties.
• Click Delete on the drop-down list next to a report remove the report from the report folder. All deleted reports are moved to the recycle binA page that lets you view and restore deleted information. Access the Recycle Bin via the link in the sidebar..
• Click Export to export a report directly to an Excel spreadsheet or CSV (comma separated values) file.

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".

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