---
schema_version: "1"
id: 5909281c0498e39ebfc2f8cb2081c390a2c84fa12205bef4a469cad4f2d8f971
title: Add a Designer Field or Calculation to a Report in Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_report_fields_add.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_report_fields_add.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 811dfe976d303858730b43f3e26ff2ecaf027e7e56c9e44e806ea2787fd5bf44
description: Reports in Salesforce Spiff are generated from fields and metrics used in plan statements or commission logic. Designer fields or calculations not used in statements or commission logic aren't available for reports by default. To show one of these fields in a report, add the field to the payout rule that calculates commission.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Add a Designer Field or Calculation to a Report in Salesforce Spiff

Reports in Salesforce Spiff are generated from fields and metrics used in plan statements or commission logic. Designer fields or calculations not used in statements or commission logic aren't available for reports by default. To show one of these fields in a report, add the field to the payout rule that calculates commission.

### 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 (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d100426e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d100426e76 ">To add a Designer field or calculation to a report:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d100426e76 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with these permissions turned on.</p>
              <ul>
                <li>Designer Configuration: Manage</li>

                <li>Statements: Recalculate</li>

              </ul>
            </td>

          </tr>
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When you create a report in Spiff, the Data Status indicator shows the availability of each field.

 
| Data Status | Description |
| --- | --- |
| Healthy | Data is populated for all or most fields. |
| Okay | Data is populated for some but not all fields. |
| Bad | Data isn't populated for most fields. |
| Empty | Data isn't populated for any field. |
| Unknown | Data status isn't determined for any field. |

If a field's status is Empty or Unknown and you don’t want to add it to a statement, you can add the field to commission logic so that it's available for reporting. Add the field to a payout rule, and make sure that you don't affect the commission value. The way that you add the field depends on the whether the payout rule is a line-by-line rule or a lump-sum rule.

The field must have a calculation that uses the metric you want to show in the logic, but make sure that the calculation doesn't affect payout amounts. Some payout rule calculations already have similar fields, called ReportingFields, ShowFields, VisibleFields, or FieldsToShow.

1. To check whether the payout rule is line-by-line or lump-sum, go to the payout rule in Designer. On the Plan page, hover over the Payout Amount for the rule, and click the highlighted text to open the datasheet or worksheet where the payout amount field was created.
    - If the payout amount is on a datasheet, the rule is line-by-line.
    - If the payout amount is on a worksheet, the rule is lump-sum.
2. Create a calculation in the datasheet or worksheet.
    - If the rule is line-by-line, create a datasheet field on the first level of the rule.
    - If the rule is lump-sum, create a worksheet calculation on the first level of the formula.
3. Add the calculation to the end of the payout rule formula.
    
    When creating a report field for a lump-sum rule, make sure that the field is derived from a worksheet calculation on the same worksheet where the lump-sum rule's final payout amount is generated.
4. Hover over the new calculation formula and select **New Field**.
5. Add your metric to the calculation, and make sure that the calculation always returns zero so that it doesn't affect the payout amount.
    
    ```
    =if(MakingFieldsAvailableOnReports_Worksheet!TeamTotalARRInPeriod, 0, 0)
    ```
6. Add other fields or worksheet calculations.
7. Recalculate all unfrozen statements.

Even if the field isn’t visible on the statement, the statement must be calculated with the reporting fields as part of the commission calculation.

Frozen statements don’t include any new fields because they aren't recalculated.

#### See Also

- [Line-By-Line Rule Examples](https://help.salesforce.com/s/articleView?id=sales.spiff_rules_line_by_line.htm&release=264.0.0&type=5 "Payout rules let you create calculations that determine how your reps earn a commission. Line-by-line rules calculate a commission amount by applying a calculation to each item in a data filter such as a deal or an opportunity. Calculation output from each item is summed to get the total for the rule.")
- [Lump-Sum Rule Examples](https://help.salesforce.com/s/articleView?id=sales.spiff_rules_lump_sum.htm&release=264.0.0&type=5 "A lump-sum rule pays out one obligation amount that you define with calculations. The final payout calculation comes from a single cell in a worksheet. Worksheets contain formulas that have a single value, either entered directly or as the result of a formula.")