Published at: 2026-09-17
Create and view reports
Create periodic reports and share work progress with reviewers.
Before you begin
- An administrator has assigned the report type and layout to your role.
- Your role can create reports.
- Confirm the submission window and deadline for the report type.
Create a report from Feeds
- Go to Work > Feeds and click Report at the top of the page.
- Select Daily Plan, Weekly Plan, Monthly Plan, or an organization-defined report type.
- Enter the summary and report details.
- Confirm the owner, assigned department, date, Cc, and Receipts.
- Add related CRM data as needed.
- Click Submit.
You can also select Save as Draft to continue editing later.
Create a report from the object list
- Open the Report object list.
- Click New.
- Select a record type and fill out the form.
- Click Submit.
View reports
- In Feeds, you can view reports you created, reports copied or mentioned to you, and reports awaiting your receipt or review.
- In the report object list, the visible range is determined by the data permissions of the report object.
- In follow-up updates, only reports associated with the current CRM data are displayed; the viewing scope is a combination of the feed permissions and the current CRM object data permissions, and has nothing to do with the data permissions of the report object itself.
Before clicking Show More in Feeds, fields come from the mobile summary layout. The expanded view uses the detail-page layout. If the organization enables report read status, you can also see who has or has not read the report.
Cc Scope only affects visibility in the feed and does not replace the data permissions of the report object. Therefore, employees who are not copied may still see the records through the data permissions of the report object list; conversely, the people being copied should also view the corresponding feed from the Feeds portal. The Cc Scope of the current feed can be viewed in the data source area at the top of the report details page.
Edit and void reports
- The creator can edit an unreviewed report.
- A reviewed report cannot be edited by default. If editing after review is enabled, the creator can continue to update it.
- Unreviewed reports can be voided.
- After a report has been commented on, it cannot be voided from the user-facing interface. A Feeds administrator can remove it with Setup > Information Removal Tools.
- Administrators with recycle bin management rights can restore expired data.
Create, edit, and void actions are controlled by the Report object’s function permissions. Changes to the default Reviewer, default Cc, or template rules do not overwrite previously submitted Reports.
[!NOTE] Capabilities such as continuing to edit after commenting, Multiple comments, and read status require the corresponding phased-release features.