--- schema_version: "1" id: d8cb98a3ce4fd58eede292ee0c1fbd76a6360fbc20951f02b6d44eb80dd1f15e title: Report on Custom Permission Set and Permission Set Group Assignments collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/perm_sets_assignment_reporting.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.perm_sets_assignment_reporting.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6b8378270ff2b27cc74ed62928993413533f0f9ec1a4881d72e782bc57b6dc7b description: 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. products: - Security - Salesforce Platform release: "264" --- # 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

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](https://help.salesforce.com/s/articleView?id=platform.perm_sets_assignment_reporting.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=platform.perm_sets_assignment_reporting.htm&release=264.0.0&type=5)** 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. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_note.png) Note This custom report type only applies for assignments for custom permission sets and permission set groups, not for standard permission sets and permission set groups. 1. From Setup, in the Quick Find box, enter Report Types, and then select **Report Types**. 2. Select **Permission Set Assignment** 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**. You can add fields related to the permission set and permission set group and any fields on the User object. 8. 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. 1. Create a new report. Select the custom report type created for custom permission set and permission set group assignments. 2. To see all records, adjust your filters so that Show Me is set to **All permission set assignments**. 3. Under Columns, select which fields to display. 4. 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. 5. To help with your analysis, add charts for a visual overview of your data. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_note.png) Note This report only shows assignments for custom permission sets and permission set groups. It doesn’t show assignments for standard permission sets and permission set groups. #### See Also - [Create a Custom Report Type](https://help.salesforce.com/s/articleView?id=xcloud.reports_defining_report_types.htm&type=5&language=en_US) - [Build a Report](https://help.salesforce.com/s/articleView?id=analytics.rd_reports_build.htm&type=5&language=en_US) - [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&release=264.0.0&type=5 "You can assign permission sets to a single user from the user detail page or assign multiple users to a permission set from any permission set page.") - [Assign Permission Set Groups to Users](https://help.salesforce.com/s/articleView?id=platform.perm_set_groups_assign.htm&release=264.0.0&type=5 "After you create a permission set group and add permission sets to it, assign the group to users.") - [_Object Reference for the Salesforce Platform_: PermissionSetAssignment](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_permissionsetassignment.htm)