Logs and Reports

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

Last published at: October 24th, 2025

Match Logs

Every record that is processed by Plauti Assign will result in a Match Log record. Helpful for reporting, checking the behavior of the Match Rules and occasional sanity checking! 

Find all Match Logs on the Plauti Assign MatchLogs tab, or per Match Group, on tab Match Logs of each Match Group record.

Columns of interest in the Match Log record

Match Log Record The log record name.
Matched Boolean. ‘True’ if Plauti Assign 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
SLA Status The SLA status (if SLAs are in use) : e.g. Met, Missed, Open, etc. 
Match Group The Match Group 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 Plauti Assign Dashboard

The predefined reports on the Plauti Assign Dashboard give insight into the performance of teams and assignees, based on the ‘Match Log’ and ‘Match Log SLA’ records.

Find the PA Dashboard either via Analytics or in Dashboard.

Via Analytics:

  1. Open Analytics via the App Launcher.
  2. In the Browse bar, search for ‘Plauti Assign’. 
    Note that at the moment, some reports can still be found under the old name ‘SuperRoundRobin’; this will be changed to ‘Plauti Assign’ in the near future.
  3. Open the Plauti Assign 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 > Plauti Assign.
  3. Open the Plauti Assign 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 Plauti Assign, on tab Metrics, you'll find a collection of predefined reports that leverage Object and Match Log records. These are standard Salesforce Reports.

Creating Other Reports
Since the ‘Match Log’ 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 Plauti Assign 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.