Published at: 2026-09-17
Report overview
Use reports to share progress on a daily, weekly, monthly, or organization-defined cycle. Assigned reviewers can comment and provide feedback.
Use cases
- Employees regularly report completed work, plans, and issues.
- Managers review team progress and provide feedback.
- Organizations analyze submissions by report type, period, department, or employee.
- Employees relate reports to Accounts, Opportunities, and other CRM data.
Components
| Component | Purpose |
|---|---|
| Report types and layouts | Determine which forms and fields each role can use |
| Submission rules | Control the reporting period, submission time, and applicable employees |
| Reviewer and Cc Scope | Control who provides feedback and who can view the content |
| Report object and Feeds | Store report records and display them in permitted Feeds entry points |
| Submission statistics | Report submission results according to organization settings |
Reports are maintained as a preset object and use standard object fields, layouts, permissions, Recycle Bin, export, and analytics capabilities.
You can create object-based reports from Feeds or the Report object list. The Save as Draft button on the creation page identifies the current object-based experience.