In this Salesforce tutorial, we will learn to create a report for product schedules in Salesforce. We will discuss creating a report for product schedules in Salesforce Lightning and Salesforce Classic.
Product Schedules Report in Salesforce
In Salesforce we create a range of custom reports and one such report is the Salesforce Product Schedules report. This report is created to analyze the data of the Products that are Scheduled for the service for the customers or opportunities.
This report gives us the overall records of the Product Schedules like the quantity and generated amount by the scheduled products.
I was working as a system admin for an organization that uses Salesforce CRM as their primary CRM tool to track and analyze their customer data and activities.
The company asked to make a report for the Product Schedules using the all-time data of opportunities regarding scheduled products so that the Sales team can keep track of the revenue and the quantity of products supplied to the customer.
In the below examples, I will explain the method of creating a report for product schedules in Salesforce Lightning and Classic versions.
Create a Report for Product Schedules in Salesforce Lightning
In order to Create a Report for Product Schedules in Salesforce Lightning, navigate to the Setup page of Salesforce Lightning and follow the steps below.
Step-1: Before proceeding to create a report we need to enable some features in the Product Schedule settings to do that go to the Quick Find box, search for the product, and from the options in the dropdown select Product Schedule Settings.
Step-2: In the Product Schedules Settings window, activate all checkboxes in the Schedule Types section to enable scheduling for all products and then activate the checkbox Enable customization of Products Schedules.
After enabling the above features, click on the Save button.
Step-3: Now open the Sales app of the org. and there click on the Reports tab.
Step-4: In the Reports window click on the New Reports button in order to create a new report for Product Schedules.
Step-5: In the Category section on the left side, select the option Opportunites. In the Report Type Name column select the option Opportunities with Products and Schedules. After selecting category and report type click on the Start Report button.
Step-6: In this step, we will apply a filter to the report, to do that click on the Filters tab in the left sidebar and apply the following filters.
- In the Show Me field select All Opportunities.
- In the Close Date field select the range for the records to include in the report. In this case, I have selected Range as All Time to include all records.
Step-7: After adding filters go to the Outline tab and in the Group Rows section search add Schedule month object as a group row.
Step-8: On the report table, click on the dropdown of the group row Schedule Month and go to the option Group Date By, and in the date formats select Calendar Month.
Step-9: After applying the above filters and settings click on the Save & Run button to save this report and run it in another window to view all records for the Product Schedules Report.
Step-10: In this step, enter the required details in the following fields to save the report.
- In the Report Name field enter the name relevant to the report. In this example, I have named the report as Product Schedules Report.
- The Report Unique Name will auto-fill according to the Report Name we have entered.
- In the Folder section, select the option Public Reports so that this report is visible to all users.
As we click on the Save button, the report will be saved and run in the next window displaying the quantity and revenue from the Scheduled Products as shown in the picture below.
In this way, we have successfully created a Report of Product Schedules in Salesforce Lightning.
Create a Report for Product Schedules in Salesforce Classic
To Create a Report for Product Schedules in the Salesforce Classic edition, navigate to the Home page of Salesforce Classic and follow the below steps.
Step-1: On the Home page of Salesforce Classic, click on the Reports tab.
Step-2: In the Reports and Dashboards window, click on the button New Report to create a Product Schedules Report.
Step-3: In this step, we have to select the report type for creating a new report, click on the opportunities folder, and from the option in that folder select Opportunities with Product Schedules. After selecting the report type click on the Create button.
Step-4: In this step, we will apply filters in the following fields to generate records for the Product schedules report.
- In the Show field select the option All Opportunities.
- In Opportunity Status, select status as Any to include opportunities of all status types.
- In the range field, select the range for the records to display in the report. In this example, I have selected the range as All Time.
Step-5: After applying the filters we need to change the table format to add a group row. To change the table format click on the Tabular Format dropdown and select the option Summary.
Step-6: Now go to the left sidebar and under the heading Schedule Month drag the object Schedule Month to the report table to add it as a group row.
Step-7: Click on the dropdown of the group row Schedule Month and Groups Dates Calendar Month to display the records in a monthly format and then click on the Save button.
Step-8: In this step, we will enter the required details to Save and Run this report.
- In the Report Name field, enter the name relevant to the report. In this example, I have entered the report name as Scheduled Products Report.
- Click on the field Report Unique Name and it will auto-fill according to the report name you have entered.
- In the Report Folder, select the folder Unfiled Public Reports to make this report visible to all users.
- After entering the above fields, click on the button Save and Run Report.
As we click on the Save and Run Report, the report will be saved and it will run in the next window displaying all records of the report.
Now we have successfully created a Products Schedule Report in Salesforce Classic with the help of the above steps.
Conclusion
In this Salesforce tutorial, we have learned about creating product schedule reports in the Salesforce Lightning and Classic editions. We also learned to add a group row in a report table in the process of creating a product schedule report. With the definition explained above we understood the uses of product schedule reports in a Salesforce org.
You may like to read:
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- How to Setup Products Schedule in Salesforce
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
