Report on Field Service Lightning

Want to analyze trends in service appointment length or cancellations? No problem. Need to see which accounts have the most work orders? We’ve got your back. You can create a variety of custom report types to stay informed about field service records in your org. This feature is available in both Lightning Experience and Salesforce Classic.

Custom report types let you track progress and get a bird’s-eye view of field service activity. The following object relationships are available.

Primary Object Description Available Secondary Objects
Operating Hours View the operating hours of service territories and their members. Service Territories

Time Slots

Service Appointments Compare the differences between scheduled and actual appointment times, and analyze trends in resource assignment on appointments. Assigned Resources
Service Resources Compare service resources’ capacities, absences, and skills, and view the territories they belong to and service appointments they are assigned to. And, see which accounts or work orders list resources as preferred. Assigned Resources

Resource Absences

Resource Capacities

Resource Preferences

Service Resource Skills

Service Territory Members

Service Territories Compare the number and types of service appointments, work orders, and work order line items across service territories, and view which service resources belong to each territory. Service Appointments

Service Territory Members

Work Orders Work Order

Line Items

Work Orders Compare information such as the number of appointments or line items per work order, or work order service territories. And, analyze how resource preferences and skill requirements vary between work orders. Resource Preferences

Service Appointments

Skill Requirements

Work Order Line Items

Work Order Line Items Compare information such as work order line items’ owners, duration, and subject, and view service appointments and skill requirements associated with work order line items. Service Appointments

Skill Requirements

Work Types Compare information such as work type duration and skill requirements. Skill Requirements
Accounts Compare accounts’ resource preferences and work orders. Resource Preferences

Work Orders

Assets Compare the number and characteristics of work orders associated with assets. Work Orders
Cases Compare the number and characteristics of work orders associated with cases. Work Orders
Contacts Analyze the service appointments and work orders associated with contacts. Service Appointments

Work Orders

Entitlements Compare the number and characteristics of work orders associated with entitlements. Work Orders
Service Contracts Compare the number and characteristics of work orders associated with service contracts. Work Orders

We recommend saving your reports in Customer Support Reports or Other Reports. You can also create your own field service report folder.