Success Plan Management Reports

The Customer Success Cloud package includes out of the box standard Success Plan 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 Success Plan Management reports:

1. In the App Launcher, search for and select Reports.
2. Click All Folders.
3. Select and open the CSC: Success Plan 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 Success Plan Management folder, the following reports are available:

Success Plan Management Reports

Report Name	Report Type	Description
My Active Success Plans	Standard Report	Displays a list of all success plans where you are the owner.
My Team's Active Success Plans		Displays success plans owned by your direct reports.
Accounts without Success Plans		Displays accounts that currently do not have an associated success plan.