Salesforce Docs Portal

Create and Customize a Custom Table Report in Salesforce Spiff

After you create a table report in Salesforce Spiff, customize its display.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
Available for an additional cost in: Professional Edition with Web Services API Enabled
User Permissions Needed
To create a custom report:

A Spiff user role with this permission turned on.

Custom Reports: Edit
  1. Create a report.
    1. On the Reporting tab, go to Reports and click Create Report.
    2. Enter a name and optional description.
      Report names don't have to be unique.
    3. For the report use case, select Standard.
      To create a report that you can export and download with Spiff REST API, select API. See Get Started with Salesforce Spiff Reporting API in the Salesforce Spiff Developer Guide.
    4. Select a report type.
    5. In the Report Configuration window, use the Filter panel to specify the periods, plans, teams, and reps you want to include. For an obligation report, you can also filter by rule.
      For periods, you can filter by a single period, range of specific periods, or dynamic periods such as the current period, last period, and year to date.
  2. Click Run & Save.
    The preview datasheet shows columns and data for the specified filters.
  3. Optionally, add or remove columns.
    1. Click the columns icon next to the Run & Save button.
      A window shows a list of calculations, connector fields, and Spiff system fields that you can add to the report.
    2. Search for calculations, connector fields, and Spiff system fields to add.
    3. To add an item to the report, click the + icon. To remove an item, click the checkmark icon.
    4. Click Apply.
    5. To see your column changes with data, click Run & Save.

Manage the columns in the report with these options.

  • To organize columns, drag and drop them.
  • To sort records in ascending or descending order, click the column header.
  • To pin, resize, group, or further filter the columns, click the three lines in the column header.