Get started with Salesforce Reports.

Purpose

The Druva Cloud Platform Reports provides an intuitive & simplified experience in downloading & managing reports. You can get granular insights into all your product operations through centralized reports.

📝 Note

Only the Salesforce workload-specific reports are available on the Druva Cloud Platform. Reports containing SaaS App workload data include data specific to Salesforce on the Druva Cloud Platform.

Following changes are made to Salesforce reports on the Druva Cloud Platform console:

Split Reports

The Salesforce Data Archiver and Restore Report is now divided into two separate reports.
- Salesforce Archival Activity
- Salesforce Archival Restore Activity Report.
The Salesforce Backup and Restore Report is now divided into two separate reports.
- Salesforce Backup Activity
- Salesforce Data Restore Activity Report.

Discontinued/Deprecated Report

Complete Report is no longer available.

Benefits of using Reports

Druva generates a comprehensive set of reports that enable you to perform the following actions:

Track the day-to-day backup and restore operations.
Monitor the health status of your workloads deployed on the premises and in the cloud.
View all data activities, ensuring complete transparency, traceability, and accountability of all the administrators.
Record alerts generated for all the workloads.
To address business requirements, perform an in-depth analysis of the total credits and storage consumed by your workloads over some time.
Determine the storage consumed by specific teams, departments, or remote offices of your organization, assign a dollar value to this storage usage, and forecast the budget.
Perform periodic audits to analyze business compliance requirements and potential risks faced by the organization.

Access Privileges for Salesforce

Druva cloud administrator, Cloud administrator, and other administrators with View and download reports and view alerts can view and download all reports.
Druva cloud administrator, Cloud administrator, and other administrators with the right to Change report schedules can subscribe to all reports, manage subscriptions, and send email reports to other subscribers.

For more information about rights, see Predefined Roles and Rights.

To access the reports

Go to Druva Cloud Platform Console Global left navigation pane> Reports > Salesforce.

View the Reporting page

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Field	Description
Name	The name of the Report.
Description	The description of the Report.
Email Schedule	The subscription details are displayed when the Report is generated and sent to the subscribers via email. It also shows the number of subscribers to that Report. The green subscriber icon signifies that the logged-in user is subscribed to the Report. The gray subscriber icon signifies that users other than the logged-in user are subscribed to the Report. +<number> signifies the count of the subscribers. Example: This indicates that the Report has been subscribed by the logged-in user and five other subscribers. The Report is scheduled to be generated daily at 6 PM and emailed to the subscribers.

📝 Note

The following list of reports is displayed depending on the workload you are protecting.

How to use Reports

📝 Note

The subscriptions from the Salesforce page and the Druva Cloud Platform page are independent, so if you subscribe at both places, you may receive two emails unless you remove one subscription. Existing Salesforce report subscriptions from the Salesforce page continue to function, and subscribers continue to receive reports in the current format.
All reports display report data for the last 30 days by default. The Updated Time page filter allows you to edit the default period if necessary.

You can perform the following actions on every report page.

SN	Action	Description
1	Subscribe to report	You can schedule and subscribe to receive reports via email as a CSV file or a PDF. Subscriptions can also be created for other members of the organizations. 📝 Note By default, the timestamp of the data fetched in the Report follows the UTC zone. Administrators can create a new report subscription for any selected reports. Each Report can have multiple subscriptions.
2	Email the Report	You can email the Report in CSV or PDF format on demand to other recipients. 📝 Note The Report is generated in the selected format and sent to the recipients as an email link. The link is valid for seven days. The number of PDFs/CSVs sent via email depends on the number of table charts available in the Report. If no data is available for the last 30 days, no PDF/CSV will be attached.
3	Download widget data	You can download the widget data in CSV or PDF format.
4	Add Filters to get a report with more granular data	Global filter: You can create a global filter, page filter, or panel filter to fetch details based on your requirements. Benefits of applying filters: Efficient Use of Storage Space: You can identify and remove the previously deleted systems that are consuming storage space, freeing up valuable storage space. Accurate Reporting: You can identify previously deleted systems listed in multiple reports to ensure that reports are accurate and reflect the current state of systems. Improved System Performance: Removing previously deleted systems can improve system performance and prevent potential issues such as slowdowns or crashes.

Manage report subscriptions

As a Salesforce Administrator, you can subscribe yourself and other administrators to receive reports. You can create, modify, or delete a report subscription. The reports are emailed to the subscribed recipients based on the defined schedules.

Subscribe to a report

You can manage and subscribe to a report on the SalesforceWorkloads Reports page.

Procedure

Log in to the Druva Cloud Platform Console.
Go to Global Navigation Panel > Reports > Salesforce.
Click the Report to which you want to subscribe.
On the Report Details page, click Manage Subscription > Edit.
The Manage Subscription page opens with the Report's name in the Summary section.
📝 Note
To enable the Edit option for a report, you must have existing subscriptions. If no active subscriptions exist, this menu will have only one option: New subscription.
In the Email Addresses box, enter the administrators' email addresses you want to configure for receiving reports. Press the Enter or Tab key to add multiple email addresses.
If you have a subscription, you can also populate multiple email addresses using role-based selection. Press Space in the text field for email addresses. A pop-down will show the available roles for the customer. Select the role that you wish to add. All the email addresses for the role will be added to the list.
You can add more roles in the same manner.
In the Schedule section, click the toggle button to enable or disable the report subscription.
Recurrence specifies how often to send the reports. Click the respective option to send the Report daily, weekly, or monthly.
The Repeat field is enabled if you click the Weekly and Monthly options in the Recurrence radio button.
Select the Time Zone from the TimeZone drop-down list.

📝 Note
By default, the timestamps of the data fetched in the Report follow the UTC zone.
Set the Time in the Time picker. The time is set in your local time zone.
Click Save.

The report subscription for a report is set based on your selection.

Email a report

Administrators can configure the Druva Cloud Platform to send reports to the intended recipient’s email addresses on demand.

Procedure

Go to the Global Navigation Panel > Reports > Salesforce. The Salesforce workload reports page appears.
On the Reports details page, click the More icon >Email Report you want to send the administrators.
The Email Report page opens with the Report's name in the Summary section.
You can send the Report in PDF or CSV format.
In the Recipients section, enter the email addresses of the administrators to whom you want to send reports.
Select the Add me to the recipient’s list check box to add your email address to the list of recipients’ email addresses.
Click Send Email.
The Report is generated in the selected format (PDF/CSV) and sent as a download link via email to the intended recipients. The download link is valid for seven days. The number of PDFs/CSVs sent through email will depend on the number of table charts available in the Report.

📝 Note

If no data is available in the Report for the last 30 days, no PDF/CSV will be attached.

Create a new report subscription.

SalesforceWorkloads Administrators can create a new report subscription for any selected reports when no subscription is available.

Procedure

Log in to the Druva Cloud Platform Console.
Go to Global Navigation Panel > Reports > SalesforceWorkloads. The SalesforceWorkloads Reports page appears.
On the Reports details page, click the vertical dot menu > New Subscription to send to the administrators.
The New Subscription window appears.
In the Schedule section, click the toggle button to enable or disable the report subscription.
Recurrence specifies how often to send the reports. Click the respective option to send the Report daily, weekly, or monthly.
The Repeat field is enabled if you click the Weekly or Monthly options in the Recurrence radio button.
Select the time zone from the TimeZone drop-down list.

📝 Note

By default, the timestamps of the data fetched in the Report follow the UTC zone.

13. Set the Time in the Time picker. The time is set in your local time zone.

14. Click Save.

The new report subscription for a report is created.

Edit a report subscription.

Administrators can modify an existing report subscription for any of the selected reports.

Procedure

Go to the Global Navigation Panel > Reports > Salesforce Reports. The Salesforce workload Reports page appears.
On the Reports details page, click the vertical dot menu> Edit Subscription, which you want to modify for any desired report.
The Manage Subscription window appears.
To modify a report subscription, perform the following steps:
- In the Email Addresses box, enter the administrators' email addresses you want to configure for receiving reports. Press the Enter or Tab key to add multiple email addresses. Alternatively, if you have a subscription, you can populate various email addresses using the role-based selection. Press Space in the text field for email addresses. A pop-down will show the available roles for the customer. Select the role that you wish to add. All the email addresses for the role will be added to the list. You can add more roles in the same manner.
- Select the Time Zone from the TimeZone drop-down list.
  By default, the timestamps of the data fetched in the Report follow the UTC zone.
- Set the Time in the Time picker. The time is set in your local time zone.
- Click Save.

The report subscription is modified, and subscribed recipients receive emails based on the schedule.

Delete a report subscription.

Salesforce Workloads Administrators can delete a report subscription for any selected reports.

Procedure

Go to the Global Navigation Panel > Reports > Salesforce Workloads Reports. The SalesforceWorkloads Reports page appears.
On the Reports details page, click the More icon > Delete Subscription you want to delete for any desired report.
In the Delete Confirmation dialog, confirm the deletion.

The report subscription is permanently deleted, and all report settings have been reset.