Reports – TaskRay

This feature is available to the following product editions:

Starter
Standard
Premium

TaskRay comes with a set of pre-made reports that might be useful for you and your team. Since TaskRay is native to the Salesforce platform, you are able to report on TaskRay data the same way that you can report on other Salesforce objects. The reports are built using the native Salesforce reporting functionality, so they can be customized the same way as other Salesforce reports that you might have. For additional information, please see official Salesforce support documentation: Reports and Dashboards and Trailhead: Reports & Dashboards.

Additionally, you will also have access to multiple custom TaskRay report types that you can use to build other custom reports.

Important! Keep in mind that if you delete or customize any of the TaskRay reports, those changes will be saved and the original associated reports will be overwritten. Therefore, the only way to get to the original reports if they are needed would be to manually rebuild them. As an alternative, if you want to keep the original reports for reference, make copies of them and then modify the copies.

You can find the TaskRay reports by clicking on the Reports tab and then opening one of the following folders: TaskRay Reports, TaskRay Onboarding Reports, or TaskRay Time Reports.