This service is for faculty, staff, and students who have access to Salesforce EDA.
An overview of the process in requesting a new Report Type in Salesforce EDA for data reporting or dashboarding needs.
How to Request a New Report Type
- Review the already available Report Types in the Data Cookbook to confirm one does not already exists meeting your needs.
- If the available Report Types are still not meeting your needs, you may submit a Reporting request through Tommie Tech Services.
- Select "I would like to make a request (e.g., for assistance or access).
- Select "New Salesforce Report Type".
- Choose the intended audience for the Report Type (e.g. 2-Year, 4-Year, Graduate, Alumni, etc.).
- Write out the Salesforce Objects needed in the New Report Type.
- Share the Purpose of needing a new Report Type created.
- Submit the Request.
The Institutional Data, Analytics & Reporting team (IDAR) will review the request and follow up with any additional questions, approve the request, or suggest a Report Type that may already be available and match your purpose. Any new approved Report Types will be documented in the Data Cookbook.
To report a problem or receive additional troubleshooting, please contact the
Tech Desk.