Account Management Reports

The Customer Success Cloud package includes out of the box standard Account 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: Account Management report folder. For more information about setting up permissions to report folders, see the Salesforce Help.

To access the Account Management reports:

1. Search for and select the Reports tab.
2. Click All Folders.

3. Select and open the CSC: Account Management folder. The following reports are available:

   1. My Team's Accounts
   2. Accounts by CS Resources
4. Click the name of the report that you want to view.
5. [Optional] Click Edit if you want to change the structure of the report or the filters applied to it.
6. If you have made any changes to the report, click Save.

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

Account Management Reports

Report Name	Report Type	Description
My Team's Accounts	Accounts by CS Resources	This report is used by line managers to check accounts grouped by their assigned CS resources.
Accounts by CS Resources		This report is used to check accounts grouped by their assigned CS resources.