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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Creating matrix reports in Salesforce that show users cross-referenced with their permission set license names is extremely challenging due to limited matrix reporting capabilities and relationship constraints between User and PermissionSetLicenseAssign objects.
Here’s how to create comprehensive matrix reports that provide clear visualization of license distribution across your organization.
Create superior matrix reports with spreadsheet-based visualization using Coefficient
Coefficientprovides superior matrix reporting capabilities through its spreadsheet-based environment and comprehensive data import features, enabling clear visualization of license distribution that Salesforce’s native reporting simply cannot deliver.
How to make it work
Step 1. Import combined user and license assignment data using custom SOQL.
SalesforceConnect to yourorg and set up this query: `SELECT Assignee.Name, Assignee.Department, PermissionSetLicense.MasterLabel, Assignee.Email, Assignee.Title, Assignee.IsActive FROM PermissionSetLicenseAssign WHERE Assignee.IsActive = true`. This creates the foundation dataset for your matrix report.
Step 2. Construct your matrix report using pivot table functionality.
Create a pivot table with User names and departments as rows, Permission set license names as columns, and assignment status or assignment dates as values. This provides a clear visual matrix showing which users have which licenses assigned.
Step 3. Add advanced matrix features with color coding and grouping.
SalesforceApply color coding for different license types or assignment statuses to make the matrix easier to read. Use department grouping with subtotals to analyze license utilization at the organizational level in.
Step 4. Set up automated refresh to maintain matrix accuracy.
Configure automated refresh schedules (daily or weekly) so your matrix report stays current with license assignment changes. This ensures your visualization always reflects the current state of license distribution.
Step 5. Create historical comparison matrices using snapshot functionality.
Use snapshot features to preserve matrix data at specific points in time, enabling historical comparison of license distribution changes and trend analysis over audit periods.
Get clear visualization of license distribution across your organization
Build your matrixThis approach provides comprehensive matrix reporting that enables quick identification of users with multiple license assignments and department-level utilization analysis with automated data maintenance.report for clear license distribution visualization today.
