Managing Business Reports
Businesses need continuous reporting about their KPIs. To meet such requirements, Salesforce includes a reporting functionality. Using reports, you can examine your data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others. For details, see Reports in the Salesforce Help.
JustOn makes use of Salesforce's reporting feature, providing a number of reports based on your org's invoicing-relevant data. You can select and add these reports to your Salesforce org.
Navigate to the report overview to get an overview and to add reports to your org.
JustOn provides a number of preconfigured business-relevant reports. Users can select and add these reports to their Salesforce orgs.
- Log in to your Salesforce org.
- Navigate to the report overview.
- Scroll down the list and select the report you want to add to your org.
Click Get it now.
This adds the report to your Salesforce org and redirects you to the report result page.
Be aware that the reports involving MRR, metrics, etc., require the subscription-based reporting set up in your org.