Step 1: Create the Report Type
Detailed Salesforce documentation for creating report types and editing layouts can be found here.
Create a new Report Type that has the Agent Connect Response object as the base object.
Search for report in Quick Find
Select Report Types and Select New Custom Report Type
Primary Object: Agent Connect Response
Report type label name: Agent Connect Response Collection and tab
Description: This report type can be used to monitor the survey responses returned to Salesforce
Store in Category: Customer Support Reports (or wherever you want this report to live)
Deployment Status: Deployed if you want to use the report wizard and Next
Select edit layout
Select the fields available for your report
Select Add fields via related lookup on right and Agent Connect Request
Add any additional fields
Decide on default fields by selecting field and selecting Edit properties
Rename any of fields if you choose
Save when done editing
Step 2: Create the report
Go to reports and select new report
Select the new report type and create
Edit your filters, default data range and save. This report runs and collects the data for the day before.
Set a schedule for your report to run. This report will run daily at 8am and be sent to me.
