Logs and Reports

Use the out-of-the-box reports and create your own

Last published at: February 11th, 2025

MatchLogs

Every record that is processed by SRR will result in a MatchLog record. Helpful for reporting, checking the behavior of the MatchRules and occasional sanity checking!

Find all MatchLogs on the MatchLog tab, or per MatchGroup on each MatchGroup record.

Columns of interest in the MatchLog record

MatchLog Record The log record name.
Matched Boolean. ‘True’ if Super Round Robin successfully matched the record. Useful in reporting.
Record Name A lookup relationship to the corresponding Object record.
User The User that was assigned the record
MatchGroup The MatchGroup that matched and processed the record
Time Assigned The time and date the record was assigned
Update Boolean. If the assignment was due to an update rather than the insertion of a new record, the Update field will be checked. Useful in reporting.
Match Notes A comment relating to the record assignment (or lack thereof).

Reports on the Super Round Robin Dashboard

The predefined reports on the Super Round Robin Dashboard give insight into the performance of teams and assignees, based on the MatchLog and MatchLog SLA records.

Find the SRR Dashboard either Analytics or in Dashboard.

Via Analytics:

  1. Open Analytics via the App Launcher.
  2. In the Browse bar, search for 'SuperRoundRobin'.
  3. Open the SuperRoundRobin Lightning Dashboard.
  4. Click Refresh if you don't see any report content straight away.

Via Dashboard:

  1. Open Dashboards via the App Launcher.
  2. Go to All Dashboards, or to All Folders > SuperRoundRobin.
  3. Open the SuperRoundRobin Dashboard.
  4. Click Refresh if you don't see any report content straight away.
     

Tip: Add Analytics or Dashboards to the Nav bar for easy access.

 

Reports on the Metrics tab

In Super Round Robin, on tab Metrics, you'll find a collection of predefined reports that leverage Object and MatchLog records. These are standard Salesforce Reports.

Creating Other Reports
As the MatchLog object is a regular custom object, you are free to use this object in your own reports. However, be aware that as a Managed Package object, access to these reports will require the user to have a Super Round Robin license. If you require org-wide access to the data in this object for reporting purposes, we recommend you create a 'mirror' object and use a scheduled job to copy the data across to your mirror object that you subsequently use in your reports. That way only the user that runs the job will be required to have a license.