---
schema_version: "1"
id: ca2183d214cddf2ecd26690899b0570441a505a5d7ce791c4c22742a8eee4752
title: Create and Customize a Custom Table 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_table_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_report_table_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 97d44ac1454e6626caaed60b301c2b49047459d822e11088ad71117fe2b70310
description: After you create a table report in Salesforce Spiff, customize its display.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create and Customize a Custom Table Report in Salesforce Spiff

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

### 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>
          <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="d65887e76">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65887e76 ">To create a custom report:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65887e76 ">
              <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 this permission turned on.</p>
              <p style="margin-bottom:0;">Custom Reports: Edit</p>
            </td>

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

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](https://developer.salesforce.com/docs/sales/spiff/guide/reporting-api-get-started.html) 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.