Efficiently measure service performance: Utilize Salesforce Reports & Dashboards to track essential metrics and optimize customer support.


Navigate to Reports

From the Salesforce homepage, navigate to "Reports".


Create a New Report

Click on "New Report", located at the middle top right of your screen.


Select the Report Type

Choose "Customer Support Reports" from the list of report types. Select "Cases" from the options.


Start the Report

Click "Start Report" to begin creating your case report.


Enable Automatic Update Preview

Enable the "Update Preview Automatically" toggle located at the top right corner of the report creation page. This lets you see changes without having to save and run the report every time.


Set Filters

Adjust the filters according to your needs. You can change the "Open Date" range, specify the case types you want to view, and select the time unit.


Add Fields

You can add new fields to your report by dragging them from the field list to the report. For example, you might want to add the "Type" or "Case Number".


Group and Summarize Data

Go to "Outline" and select fields to group your data. This can provide useful insights, like what types of issues are most common. You can also summarize numerical data for additional insights.


Save and Run the Report

Click "Save and Run". Name your report (e.g., "New Cases Report") and select a folder for it.


Visualize Your Data

You can add a chart to your report for easy data visualization. The system allows different types of charts depending on your data.

With Salesforce Reports & Dashboards at your disposal, monitoring service metrics becomes a breeze. Make data-driven decisions, identify areas for improvement, and deliver exceptional customer support. Empower your team to excel and drive lasting customer satisfaction. Let the power of insights lead the way to success!

Want us to Monitor Key Customer Service Metrics with Salesforce Reports and Dashboards for you?
Use Our Team

By continuing to use this website, you are indicating your consent to our Cookie Policy, which explains how we use cookies to enhance your browsing experience, analyze website traffic, and personalize content.