Time Management Reports

The Customer Success Cloud package includes out of the box standard Time Management reports enabling you to save time from setting up reports for your org. You can embed the reports on the Customer Success Management Workspace, or any other page or dashboard.

Note:

You must have the appropriate permissions to access the CSC: Time Management report folder. For more information about setting up permissions to report folders, see the Salesforce Help.

To access the time management reports:

1. Search for and select the Reports tab.

2. Select the Time Management folder.

3. Click the name of the report that you want to view.

4. [Optional] Click Edit if you want to change the structure of the report or the filters applied to it.

5. If you have made any changes to the report, Click Save.

When you open the Time Management folder, the following reports are available:

Time Management Reports

Report Name	Report Type	Description
Hours Worked On Accounts In Last 7 Days	CS Timecards	This report is used to check the hours worked on accounts in the last seven days.
Hours Worked On Accounts In Last 30 Days		This report is used to check the hours worked on accounts in the last thirty days.
Hours Worked On Accounts This Year		This report is used to check the hours worked on accounts this calendar year.
Total Hours Worked On Accounts		This report is used to check the total hours worked on accounts.

Note:

Time Management reports only report on time which has been submitted. Submitted time which has been subsequently recalled won't appear in the Time Management reports.