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Report on Custom Permission Set and Permission Set Group Assignments
To help you manage users, report on your users’ assigned custom permission set and permission set groups. Create a custom report type before building reports on custom permission set or permission set group assignments.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create and update custom report types: | Create and Customize Reports AND Manage Custom Report Types |
| To create, edit, and delete reports: | Create and Customize Reports AND Manage Custom Report Types |
| To view reports on permission set or permission set group assignments: | View Setup and Configuration |
For example, see which users are assigned to each custom permission set or permission set group, or see an individual user’s assignments.
- Create a Custom Report Type for Custom Permission Set and Permission Set Group Assignments
Before you can build reports on custom permission set and permission set group assignments, create a custom report type. - Build a Report on Custom Permission Set and Permission Set Group Assignments
Report on your users’ assignments to custom permission set and permission set groups.
Create a Custom Report Type for Custom Permission Set and Permission Set Group Assignments
Before you can build reports on custom permission set and permission set group assignments, create a custom report type.
- From Setup, in the Quick Find box, enter Report Types, and then select Report Types.
- Select Permission Set Assignment as the Primary Object.
- Add a label and description.
- Choose which category to store the report in.
- Select a Deployment Status.
- Click Next, and then save.
- To customize which fields are displayed in the custom report type, in the Fields Available for Reports section, click Edit Layout. You can add fields related to the permission set and permission set group and any fields on the User object.
- Save your work.
Build a Report on Custom Permission Set and Permission Set Group Assignments
Report on your users’ assignments to custom permission set and permission set groups.
Here’s how to configure a sample custom permission set or permission set group assignment report.
- Create a new report. Select the custom report type created for custom permission set and permission set group assignments.
- To see all records, adjust your filters so that Show Me is set to All permission set assignments.
- Under Columns, select which fields to display.
- Group rows to help with your analysis. For example, group by a custom permission set or permission set group name or ID to see all users who are assigned. You can also group by the user’s name or ID to see which custom permission sets and permission set groups the user is assigned.
- To help with your analysis, add charts for a visual overview of your data.
