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            See Account Access from Manual Shares or Account Teams with Reports

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            See Account Access from Manual Shares or Account Teams with Reports

            See the account records that are shared manually or through account teams in your Salesforce org and which users or groups have access to them. Before building reports, create a custom report type on the Account Share object, which represents sharing entries on an account.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: 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 account share records in reports: View All Records permission on account
            Note
            Note Currently, you can only report on accounts shared manually or through account teams. The custom report type doesn’t include account shares from other features, such as sharing rules, territories, or implicit sharing access.

            Create a Custom Report Type for Account Shares

            Before you can build Account Share reports, create a custom report type.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: 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 view account share records in reports: View All Records permission on account
            1. From Setup, in the Quick Find box, enter Report Types, and then select Report Types.
            2. Select Account Share as the Primary Object.
            3. Add a label and description.
            4. Choose which category to store the report in.
            5. Select a Deployment Status.
            6. Click Next, and then save.
            7. To customize which fields are displayed in the custom report type, in the Fields Available for Reports section, click Edit Layout. To add fields, click Add fields related via lookup, and then select any of these supported fields: Account Id, Account Name, Group ID, Group Name, Group Type, User Active, User Full Name, User ID, User Type, User Email. Click OK, and then click Save.
            8. Save your work.

            Report on Who Has Access to Accounts From Manual Shares or Account Teams

            Build a report for information on account records shared manually or through account teams in your Salesforce org.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create, edit, and delete reports:

            Create and Customize Reports

            AND

            Manage Custom Report Types
            To view account share records in reports: View All Records permission on account

            Here’s how to configure a sample account share report.

            1. Create a new report. Select the custom report type created for account shares.
            2. To see all account share records, adjust your filters so that Show Me is set to All account share and Created Date is set to All Time.
            3. Under Columns, select which fields to display.
            4. Optionally, to see only account records that are shared manually, add a filter for Row Cause so that the field’s value must equal Manual Sharing. Or, to see only account records that are shared through account teams, add a filter for Row Cause so that the field’s value must equal Sales Team. There are multiple values available for Row Cause, but only Manual Sharing and Row Cause are supported.
            5. Group rows to help with your analysis. For example, group by the account name or ID to see which users have access to each account record. You can also group by the user’s name or ID to see which accounts individual users have access to.
            6. To help with your analysis, add charts for a visual overview of your data.
            Note
            Note For account records shared with users in a specified role, the report displays the role sharing group ID in the Group: Group ID field. The role’s ID isn’t displayed. For more information, see Role and Territory Sharing Groups in Salesforce Help.

            See Also

             
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            Salesforce Help | Article