Additional Features
ScreenMeet Reports in Salesforce
Updated Sep 2, 20261 min read
ScreenMeet provides several out-of-the-box report templates in Salesforce.
From Salesforce Report Builder, search ScreenMeet to find templates from which you can base custom reports.
The report below is based on the Case and ScreenMeet Live session report template. Any Case that has a ScreenMeet session associated with it can be organized by groupings, edited, and have columns added that relate to the desired data. Once a report is created, you can use that report in a dashboard.