- 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.
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.
TaskRay Reports
The reports in this folder are generic and can be used as starting points for getting insights on basic information as it relates to TaskRay.
TaskRay Time Reports
This folder contains reports that are specific to the time tracking functionality in TaskRay.
TaskRay Onboarding Reports
These reports are specific to the customer onboarding use case.