Contents:

• Overview
• Getting Started
• Adding Round Robin Names to your Report

 

Overview

The LeanData Log custom object is used to store operational metrics and information regarding Routing processing by LeanData. Much of the information used to populate LeanData Audit Logs for Routing is populated with data stored within the LeanData Log object. 

This guide will walk you through how to create a Report that includes all of the Standard fields mentioned in our Reporting Managed Package - Log Object Guide, while also incorporating Round Robin Pools by name, rather than just their ID.

You can download the LeanData Reports Managed Package here: 

https://appexchange.salesforce.com/appxListingDetail?listingId=02f027a4-5011-4c40-b9e9-8af704b7994d

 

Getting Started

You'll first need to navigate to SFDC Setup > Report Types > New Custom Report Type.

On the New Custom Report Type screen, you'll next choose the Log (LeanData__Log__c) Object for your Primary Object. 

Fill in the Details section to best fit your use case, and set the Availability to 'Deployed.'

Then, select 'Next.'

 

On the Define Report Records Set page, make no changes and 'Save.'

You'll then be brought to this screen where you will select 'Edit Layout.'

 

Once on the Edit Layout screen, select + Lookup Fields, then select the Round Robin list on the far left. You can then add any fields from the Round Robin object.

Select Grouping Name to pull Round Robin Pool names into your Report and select Apply.

Once you've selected any fields you wish to add to the report, select Save and Close.

 

Adding Round Robin Names to your Report

Now that you've created your Custom Report Type, you can navigate to Reports > New Report > then select your New Custom Report Type > Start Report.

You will then be able to select Round Robin Pool: Grouping Name when configuring the Report. 

For questions or additional assistance please contact LeanData Support.