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