There are two options: Force.com Sites Usage Reporting – You can install this free AppExchange Application and try the included reports & dashboard.  This help article can give you some guidance. Create Your Own Report – You can also create a custom report yourself.  This will require creating a custom report-type.  You may log-a-case with SUMO […]

Please reference the following help articles in learning more about how to create and edit dashboards: Build Your Dashboard Create a Dashboard Delete a Dashboard Install the CRM Sample Dashboards from AppExchange

Please reference the following help articles in learning more about how to create and edit reports: Build a New Report Keep Working While Your Report Preview Loads Create a Report Report Fields Choose a Report Type The Report Builder Screen Choose a Report Format Creating a Custom Report Combine Different Types of Information in a […]

Please reference the following help article: Choose a Dashboard Running User

Using Dashboards SUMO includes over 5 Dashboards and over 20 custom reports. 1. SUMO Summary This dashboard is a summary and includes elements of most of the dashboards. 2. Completed Appointments to Goal This dashboard may be used to monitor completed appointments volume vs. goal, across various time periods. 3. Unconfirmed Appointments Dashboard This dashboard […]

Do you have a weekly management meeting, where you would like to review the latest Appointment No-Show Report or # of Booked Appointments Report?   SUMO includes tools to schedule the delivery of reports and dashboards to your email inbox.  You may find additional help here: Tips on Scheduling Reports Tip Sheet: Scheduling Reports Scheduling a Dashboard […]