Create a Custom Report Type to Show Salesforce User License Information

Use this custom report type when you need to audit which Salesforce licenses are assigned to users in your organization. This is helpful for license compliance reviews, understanding license consumption patterns, or planning license purchases. Note: This report type displays only Salesforce licenses, not managed package licenses.

Follow these steps to create the Report Type:

In Lightning Experience

1. Click the gear icon, and click Setup
2. Enter Report Types in the Quick Find box, and select Report Types
3. Click New Custom Report Type
4. In the Primary Object field, select Users
5. Enter a Name, Label, Description, and Category for your new report type
6. Select a deployment status
7. Click Next, then Save
8. Click Edit Layout
9. Under the 'View' dropdown box, click the Add fields related via lookup link
10. Click Profile
11. Select User License, then click ‘view related fields’
12. Select Name, Status, and Total Licenses, then click OK
13. Click Save

Then, follow these steps to create the report.

1. Click the App Launcher, and select Reports
2. Click New Report
3. Click the category you saved your report type to, then select your new user licenses report type 
4. Click Continue
5. Under Columns, click in the Add Column box and enter Profile. Select Profile: User License: Name to add this column to the report preview
6. Click the dropdown next to the 'Profile: User License: Name' column, and click Group Rows by this Field
7. In the report preview, click All Time in Set the Chatter Adoption Stage Modified Date filter to All Time
8. The preview records will populate, and click Run to see all records
9. Click the dropdown next to Edit, and select Save
10. Enter a Report Name, click in the Report Unique Name box to populate it, and choose a Folder to save the report in
11. Click Save

In Salesforce Classic

1. Click Setup
2. Enter Report Types in the Quick Find box, and select Report Types
3. Click New Custom Report Type
4. In the Primary Object field, select Users
5. Enter a name, label, description, and category for your new report type
6. Select a deployment status
7. Click Next, then click Save
8. Under the Fields Available for Reports section, click Edit Layout
9. Under the 'View' dropdown box, click the Add fields related via lookup link
10. Click Profile
11. Select User License, then click the 'view related fields' link
12. Select Name, Status, and Total Licenses, then click OK
13. Click Save

Then, follow these steps to create the report.

1. Click the Reports tab
2. Click New Report
3. Click the folder you saved your report type in. (You may need to scroll down and click 'Show more...' to find it.) Select your new User Licenses Report type, and click Create
4. Under 'Fields', enter Profile in the Quick Find box, and drag and drop Profile: User License: Name to the report preview
5. If the Range field doesn't show 'All Time', click the dropdown and change it to All Time. The preview should populate with a preview of records
6. Click Run Report
7. Click Save As
8. Enter a Report Name, click in the Report Unique Name box to populate it, and choose a Folder to save the report in
9. Click Save