---
schema_version: "1"
id: f844b4ecd8c8352e178ff8de59fac135ed1f87f0e9fef0831dacea9ede9574a1
title: Requirements for Sharing Reports and Dashboards 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_share.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_report_share.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5b53aac8e3c23a03267e579c627b0ff0852aa6a42a433fd30ade6a1b73dcb423
description: Some roles in Salesforce Spiff have permission to view, edit, and share custom reports and dashboards.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Requirements for Sharing Reports and Dashboards in Salesforce Spiff

Some roles in Salesforce Spiff have permission to view, edit, and share custom reports and dashboards.

### 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>

## Limits for Default Roles

Users with the default Company Admin or Finance role have permission to view and share standard reports and to view, edit, and share all custom reports and dashboards.

Users with the default Editing Manager or Manager role can view standard and custom reports and receive reports that have been shared. These users don’t have any default dashboards available to them, unless a dashboard was shared with them. They can’t view accounting reports or view information in reports or dashboards for users who aren't members of teams they manage.

For example, if a manager supervises Team B but a report for Teams A, B, and C is shared with them, the manager can see data for only Team B in the shared report. If the report is shared with another manager with rights to Teams A and C only, then that manager can see data for Teams A and C only.

## Options for Custom Roles

To customize the level of access that a role has to reports and dashboards, create a custom role. For some permissions within the custom role, specify whether the role has access to data for only teams they manage or data for the entire company. For example, if you turn on Custom Reports: Edit in a custom role, specify the scope of reports they can edit. See [Create a Custom Role in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_custom.htm&release=264.0.0&type=5 "Fine-tune access for incentive compensation plans and give stakeholders control of specific Salesforce Spiff functionality. If a default Spiff role doesn’t provide the appropriate permissions for a user, create a custom role using a default role as a starting point.").

## Sharing a Custom Table Report

Users who have the Reports: Share permission turned on, including users with the default Company Admin or Finance role, can share a custom report from the Custom Reports tab. Click the three-dot menu next to a report and select **Share**, where you can add users who have the Reports: Receive permission turned on, including users with the default Manager or Editing Manager role.

## Sharing a Dashboard

Users who have the Reports: Share permission turned on, including users with the default Company Admin or Finance role, can share a dashboard when the dashboard is open. Click the three-dot menu on the dashboard (1) and select **Share**, where you can add users who have the Reports: Receive permission turned on, including users with the default Manager or Editing Manager role (2).

![Options for sharing a dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_dashboard_share.png)