---
schema_version: "1"
id: ddfd7632081c1950cccc44d0d7dced88e4b1edc0baa288fbfaed741c1b27bf18
title: Set Up Einstein Discovery for Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/ri_admin_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.ri_admin_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6c67c93156ad19d691a22aa801edb0a54780501d0f15215c82a05716a4f8db9e
description: Einstein Discovery for Reports is available after you enable CRM Analytics and assign the Can Run Einstein Discovery for Reports permission to users. Can Run Einstein Discovery for Reports is included with several standard permission sets, which come with various Salesforce licenses. Or you can assign the permission to users individually.
products:
  - Cross Cloud
release: "264"
---
# Set Up Einstein Discovery for Reports

Einstein Discovery for Reports is available after you enable CRM Analytics and assign the Can Run Einstein Discovery for Reports permission to users. Can Run Einstein Discovery for Reports is included with several standard permission sets, which come with various Salesforce licenses. Or you can assign the permission to users individually.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup_general.htm&amp;type=5&amp;language=en_US" target="_blank">CRM Analytics Plus</a> in <strong>Developer</strong> Edition, and for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud Einstein in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and for an extra cost in Enterprise <strong>Enterprise</strong>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d74497e91">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74497e91 ">To set up Einstein Discovery for Reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74497e91 ">Manage CRM Analytics</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74497e91 ">To assign a permission set to users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74497e91 ">Assign Permission Sets</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74497e91 ">To create a custom permission set:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74497e91 ">Manage Profiles and Permission Sets</td>

          </tr>
        </tbody>
      </table>

1. Verify that the Enable CRM Analytics setting is turned on for your users.
    
    See [Basic CRM Analytics Setup](https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup_basic.htm&type=5&language=en_US).
2. Assign a permission set to users that includes the Can Run Einstein Discovery for Reports permission.
    
    [See Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&type=5&language=en_US).
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d74497e155-option" id="d74497e159">The standard permission set CRM Analytics Plus User</th><td style="vertical-align:top;" headers="d74497e155-desc d74497e159">Available with the CRM Analytics Plus license.</td></tr><tr class=""><th style="vertical-align:top;" headers="d74497e155-option" id="d74497e168">The standard pemission set CRM Analytics Plus Admin</th><td style="vertical-align:top;" headers="d74497e155-desc d74497e168">Available with the CRM Analytics Plus license.</td></tr><tr class=""><th style="vertical-align:top;" headers="d74497e155-option" id="d74497e177">Any standard Sales Cloud Einstein permission set</th><td style="vertical-align:top;" headers="d74497e155-desc d74497e177">See <a href="https://help.salesforce.com/s/articleView?id=ai.einstein_sales_setup_select_users.htm&amp;type=5&amp;language=en_US" target="_blank">Select Who Can Use Sales Cloud Einstein</a>.</td></tr></tbody></table>

After enabling CRM Analytics and assigning permission sets, users have access to Einstein Discovery for Reports. The next time they run a report with sufficient data, they’ll see the Analyze button, and they’ll be able to start an analysis.