Can I filter the report to show open cases for a specific team or region?

Yes. After adding the Open = True filter, you can add additional filters, such as Account Name, Case Origin, or a custom picklist field, such as Region or Team . Just click Add Filter again and layer in whatever criteria you need.

Can I see which cases have been open the longest?

Absolutely. Add the Date/Time Opened field as a column, then click the column header to sort in ascending order. The oldest open cases will rise to the top. You can also add a filter for Date/Time Opened earlier than a specific date to flag cases older than 30 or 60 days.

What's the difference between grouping by Case Owner and grouping by Owner Name?

In most orgs, these will show the same thing. But in setups where cases can be owned by a Queue (a shared inbox) rather than an individual user, "Case Owner" will show the Queue name as the owner. If you want to see only individual agents and exclude queue-owned cases, you may need a custom report type or an additional filter.

Can I add this report to a dashboard component?

Yes, and I'd encourage it. After running the report, click Add to Dashboard and choose a bar chart visualization. It's much easier for a manager to read a bar chart showing each agent's open case count than to scan through a summary table.

How do I schedule this report to run automatically?

In Lightning, open your saved report and click the Subscribe button (looks like a bell or envelope icon). Set the frequency, conditions, and recipients. Salesforce will email a snapshot of the report at your chosen interval.

Open Cases By Owner Report in Salesforce [Step-by-Step Guide]

Imagine your support manager asks, “Can you show me how many open cases each support agent is currently handling?”

If you don’t have a report ready, you’ll have to manually check multiple case records and count them yourself, which can take a lot of time.

The Open Cases by Owner report in Salesforce makes this easy. It groups all open cases by case owner, allowing you to quickly see how many cases are assigned to each support agent.

This helps managers balance workloads, identify agents who may have too many cases, and ensure no customer issues are being overlooked.

In this step-by-step guide, you’ll learn how to create and use the Open Cases by Owner report in both Salesforce Lightning Experience.

I’ll cover the exact navigation steps, report settings, and practical tips that Salesforce admins commonly use in real-world support teams.