Analyze Granular Sales Agreement Data with Reports

Create custom reports that show information by sales agreement, account, product, and schedule. In addition, account managers can create dashboards using these reports.

Where: This change applies to Lightning Experience in Developer, Enterprise, and Unlimited editions that have the Manufacturing Cloud license.

Who: This change is available to users with the Manufacturing Sales Agreements permission set.

How: From Setup, in the Quick Find box, enter Reports & Dashboards. Select Report Types. On the Report Types page, click Continue. Create a custom report type using the Sales Agreement primary object. Add Sales Agreement Product and Sales Agreement Product Schedule as related objects. You can create dashboards using the generated report.