---
schema_version: "1"
id: 2dc8ba28aab034c88d2657bc0f8bf445a8971d0685b53209427f14ae7fa39167
title: See Account Access from Manual Shares or Account Teams with Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/security_sharing_account_shares.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.security_sharing_account_shares.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 193066c2d774aeaf19479ddde049f27a01e3cf98e3c3b2262c103da4e2facb56
description: 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.
products:
  - Security
  - Salesforce Platform
release: "264"
---
# 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

<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: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</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="d11482e76">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e76 ">To create and update custom report types:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e76 ">
                <p>Create and Customize Reports</p>
                <p>AND</p>
                <p style="margin-bottom:0;">Manage Custom Report Types</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e76 ">To create, edit, and delete reports:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e76 ">
                <p>Create and Customize Reports</p>
                <p>AND</p>
                <p style="margin-bottom:0;">Manage Custom Report Types</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e76 ">To view account share records in reports:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e76 ">View All Records permission on account</td>

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

![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 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](https://help.salesforce.com/s/articleView?id=platform.security_sharing_account_shares.htm&release=264.0.0&type=5)**  
    Before you can build Account Share reports, create a custom report type.
- **[Report on Who Has Access to Accounts From Manual Shares or Account Teams](https://help.salesforce.com/s/articleView?id=platform.security_sharing_account_shares.htm&release=264.0.0&type=5)**  
    Build a report for information on account records shared manually or through account teams in your Salesforce org.

## Create a Custom Report Type for Account Shares

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

### 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: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</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="d11482e223">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e223 ">To create and update custom report types:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e223 ">
                  <p>Create and Customize Reports</p>
                  <p>AND</p>
                  <p style="margin-bottom:0;">Manage Custom Report Types</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e223 ">To view account share records in reports:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e223 ">View All Records permission on account</td>

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

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

<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: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</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="d11482e402">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e402 ">To create, edit, and delete reports:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e402 ">
                  <p>Create and Customize Reports</p>
                  <p>AND</p>
                  <p style="margin-bottom:0;">Manage Custom Report Types</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e402 ">To view account share records in reports:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11482e402 ">View All Records permission on account</td>

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

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](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 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](https://help.salesforce.com/s/articleView?id=platform.users_role_terr_sharing_groups.htm&release=264.0.0&type=5 "Salesforce creates sharing groups for each role and territory in your Salesforce org.") in Salesforce Help.

#### 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)
- [_Object Reference for the Salesforce Platform_: AccountShare](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_accountshare.htm)