Contents:

• Overview
• Purpose
• Building the Report
• Round Robin Objects Details
• Fields & Definitions 

 

Overview

The LeanData Round Robin Pool functionality supports the ability to assign Pool Manager(s) to RR Pools to manage membership, member schedules, weighting/capping, credits, etc. The Access Level Assignment custom object (part of the LeanData managed package) stores information about Pool Managers. Please refer to the Round Robin Pool guide for more information on Pool Managers.

 

Purpose

The Round Robin Pool Managers report allows users to access an overview of Pool Manager assignments for each LD Round Robin Pool in Salesforce Report format. This report sources information from the Access Level Assignment and Round Robin Pool custom objects to display general information about Pool Manager Assignments.

 

Install the LeanData Reporting Managed Package

You can install the LeanData Reports Managed Package here: 

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

• To install in your production instance, click the Get It Now button and follow the installation prompts from Salesforce.
• To install in a sandbox, click the Try It Free button and follow the installation prompts from Salesforce.

 

Building the Report

Each Report is built on top of a custom Report Type that is created when the Reports Managed Package is downloaded. The custom Report Types are not editable, however the Reports themselves are. If you would like to build your own reports utilizing different fields, our recommendation is to clone the Report Type and pull the additional fields/objects you would like to reference. 

Note: If a Report Type is cloned, this report will not be automatically updated when new managed package versions are released. In order to upgrade existing reports that have been edited, you will need to uninstall the Reports Managed package, delete the Managed Package field(s), and reinstall the Reports Managed Package.

To clone the managed package report types for customization, navigate to Salesforce Setup > Report Types. Click the report type you would like to clone. Within the Report Type Setup page, you will see a "Clone" button to clone the report type.

To create a new custom report type, navigate to Setup > Report Types. Select the New Custom Report Type button. From here, select the primary object of the report, for example, LeanData Logs. After selecting the primary object, you can then customize the layout of the report type, and add additional fields to the layout via Lookup. More guidance on creating report types can be found on the LeanData Object Reporting Guide. 

 

Round Robin Objects Details

Report Name: LeanData Round Robin Pool Managers

Object(s): Access Level Assignment, Round Robin Pool

Description: The LeanData Round Robin Report

The LeanData Round Robin objects “LeanData__Access_Level_Assignment__c”  and “LeanData_Round_Robin_Pool__c” are installed as part of the main LeanData managed package. These objects are used to store Round Robin setting information (members of pools, weighting, capping, etc). The primary object for the report type is “LeanData__Access_Level_Assignment__c” with added lookups to the “LeanData_Round_Robin__Pool__c” object to reference information about the RR pools.

Note: This report does not capture the volume of records assigned per user within Round Robins. This can be captured in Log Object Reporting. The purpose of this report is to capture all settings enabled on pools along with visibility to pool members.

 

Fields & Definitions

See table for the default fields included in the managed package report: