Reports

The Suger Salesforce App ships with a set of Custom Report Types and pre-built Reports that give your team out-of-the-box visibility into marketplace offers, entitlements, revenue, co-sell referrals, and funding activity.

This page documents each report type — what object it’s built on, what data it joins together, and what fields it exposes.

Where to Find Reports

In Salesforce, click Reports in the App Launcher.
Open the All Folders view and look for:
- Suger Reports — pre-built dashboards and reports for co-sell and marketplace activity.
- Suger Marketplace Operations Reports — operations-focused reports (offers, entitlements, revenue).
To build your own report, click New Report and search for any report type with the “Suger” prefix.

Custom Report Types

All Suger report types are listed below grouped by primary domain. Field coverage notes refer to which Suger custom-object fields are queryable; standard Salesforce system fields (Id, Owner, Name, CreatedDate, LastModifiedDate, etc.) are included on every report type and are not listed individually.

Marketplace Report Types

Report Type	Label	Base Object	Joined Objects	Purpose
`Suger_Offers`	Suger (Offers)	`Offer__c`	—	Single-object report on marketplace offers. Includes status, type, buyer info, dates, approval status, and external IDs from each cloud marketplace.
`Suger_Offers_with_Dimensions`	Suger Offers and Offer Dimensions	`Offer__c`	`OfferDimension__c` (child)	Offers joined to their metering dimensions. Use when you need per-dimension pricing (Rate, Key, Plan) alongside offer attributes.
`Entitlements_Suger`	Cloud Entitlements (Suger)	`Entitlement__c`	—	Single-object report on customer entitlements. Includes financial roll-ups (Invoiced, Collectable, Disbursed amounts), product, offer, and buyer linkage.
`Suger_Entitlements_and_Revenue_Records`	Suger Entitlements and Revenue Records	`Entitlement__c`	`RevenueRecord__c` (child)	Entitlements joined to their per-transaction revenue records. Use for revenue breakdown by entitlement, invoice date, or disbursement period.
`Suger_Revenue_Records`	Suger Revenue Records	`RevenueRecord__c`	—	Revenue transactions tracking payments from buyers and disbursements from cloud partners. Includes invoice amount, collectable amount, disburse amount, and partner fees.
`Suger_Fundings`	Suger (Fundings)	`Funding__c`	—	AWS Funding requests, including status, opportunity linkage, approval workflow, and claim amounts.

Co-Sell Report Types

Report Type	Label	Base Object	Joined Objects	Purpose
`Cloud_Referrals`	Cloud Referrals (Suger)	`Referral__c`	—	Single-object report on all co-sell referrals. Includes common fields plus all AWS, Azure, and GCP cloud-specific fields (`AWS_`, `AZURE_`, `GCP_*`).
`Opportunities_with_Cloud_Referrals`	Opportunities with Cloud Referrals	`Opportunity`	`Referral__c` (via `Referrals__r`)	Salesforce Opportunities joined to their Suger referrals. Useful for measuring opportunities that have an associated co-sell referral.
`Cosell_Opportunities_with_Cloud_Referrals`	Co-Sell Opportunities with Cloud Referrals	`Opportunity`	`Referral__c` (via `Referrals__r`)	Variant of the above scoped to co-sell-tagged opportunities.
`opportunities_trending`	Co-Sell Opportunities Trending	`Opportunity`	`Referral__c` (via `Referrals__r`)	DEPRECATED. Earlier version of the Opportunities-with-Referrals report type. Kept for backwards compatibility with existing dashboards. Use `Opportunities_with_Cloud_Referrals` for new reports.

Cross-Domain Report Types

Report Type	Label	Base Object	Joined Objects	Purpose
`Opportunities_Suger`	Opportunities - Offers (Suger)	`Opportunity`	`Offer__c` (via `Offers__r`)	Opportunities joined to their Suger offers. Useful when an Opportunity drives one or more marketplace offers and you want both on a single row.
`Opportunities_with_Suger_Entitlements`	Opportunities with Suger Entitlements	`Opportunity`	`Offer__c` → `Entitlement__c` (two-level join via `Offers__r.Entitlements__r`)	Opportunities all the way through to fulfilled entitlements. Tracks the full sales-to-fulfillment lifecycle on one report.

Pre-Built Reports

The Suger app installs two folders of pre-built reports:

Suger Reports

Focused on co-sell activity and pipeline health:

All Co-Sell Opportunities — every opportunity tagged with a referral
All Co-Sell Opportunities by Week — co-sell volume trend
Inbound / Outbound Co-Sell Opportunities by Week — directional volume trends
Win Ratio (Current FY) — co-sell-influenced win rate
CoSell Opportunity Leaderboard — leaderboard by opportunity owner
CoSell Opportunities by AWS AM / AWS ISM / Sales Stage / Referral Type / PTB — segmentation breakdowns
Days to Close (Opportunity Created Date / Referral Created Date) — cycle-time metrics
Inbound CoSell Opportunities by AWS AM / MS Contact — partner-rep attribution
MS All Referrals by MACC Eligibility — Microsoft MACC eligibility breakdown
Opportunities without CoSell — uncovered pipeline

Suger Marketplace Operations Reports

Focused on marketplace transactions and revenue ops:

All Marketplace Offers — offer-level inventory of all marketplace activity

You can clone any pre-built report and adapt it; the underlying Custom Report Types listed above are the foundation.

Building Your Own Report

To build a custom report using Suger data:

In Salesforce, go to Reports → New Report.
In the report type picker, search for “Suger” to filter to Suger report types.
Select the report type matching the data you need (see the tables above).
Add columns from the available fields. All custom fields on the base object (and joined child objects, where applicable) are queryable.
Apply filters and groupings as you would with any Salesforce report.

Field Reference

For per-field definitions, see the Custom Objects page — every field exposed in a report type is documented on its parent object’s table.