Playbook Task Management Reports

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

To access the Playbook Task Management reports:

1. Search for and select the Reports tab.
2. Click All Folders.
3. Select and open the CSC: Playbook Task Management folder.
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 Playbook Task Management folder, the following reports are available:

Playbook Task Management Reports

Report Name	Report Type	Description
Flagged Playbook Tasks	Playbook Tasks	This report is used to check the playbook tasks that are flagged and incomplete.