Loading
HelpCommunityTraining Center

ArticlesPSA: Can Reporting Definition or Action View Be Used For PSA Data?

Knowledge Article

PSA: Can Reporting Definition or Action View Be Used For PSA Data?

Reporting Definition cannot be used for Professional Services Automation (PSA) objects. Action Views can be used with PSA, although it is not part of the managed package. Assistance with building custom Action Views is available through Consulting Services.

  • Sep 18, 2023
  • Knowledge

Title
PSA: Can Reporting Definition or Action View Be Used For PSA Data?
URL Name
PSA-Can-Reporting-Definition-or-Action-View-Be-Used-For-PSA-Data

Question
  •  Can Reporting Definition or Action View be used for PSA data?
Answer
  • Reporting Definition can't be used for PSA objects 
  • Action Views can be used with PSA (even though it's not installed through the PSA managed package
  • Building and assistance with custom Action View is handled by Consulting Services. Please open a case to request this assistance
Additional Notes
Release Version
Customer Success CloudFinancial Management CloudProfessional Services Cloud
Was this article helpful?
00
Upload Files
Recommendations
No results for undefined
Loading
Knowledge:PSA: Can Reporting Definition or Action View Be Used For PSA Data?