Playbook Management Reports

The Customer Success Cloud package includes standard Playbook Management reports, so you don't have to set up reports manually. You can embed the reports on the Customer Success Management Workspace or any other page or dashboard. The reports include only active playbooks and exclude playbook templates. The My Team's reports filter records using the Line Manager Is Current User field on the CS Cloud Resource object. This field is automatically selected when the logged-in user is a line manager. If the resource's Line Manager field is not populated, Customer Success Cloud uses the Manager field of the user specified in the Salesforce User field instead.

Note:

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

To access the Playbook Management reports:

1. Search for and select the Reports tab.
2. Click All Folders.
3. Select and open the CSC: Playbook Management folder.
4. Click the name of the report that you want to view.
5. [Optional] To change the report's structure or filters, click Edit.
6. If you have made any changes to the report, click Save.

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

Playbook Management Reports

Report Name	Report Type	Description
All Red Playbooks	Playbooks with Owner	This report is used to check all the active playbooks with a Red status.
My Open Playbooks		This report is used by the playbook owners to check their active playbooks.
My Red Playbooks		This report is used by the playbook owners to check their active playbooks with a Red status.
My Team's Active Playbooks		This report is used by line managers to check their team's active playbooks.
My Team's Red Playbooks		This report is used by line managers to check their team's active playbooks with a Red status.