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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 custom report types for Permission Set License Assignment and User objects in Salesforce often results in missing field mappings and limited relationship options, even when configured correctly.
Here’s a more reliable way to get the cross-object reporting you need without the headaches of custom report type configuration.
Skip custom report types and access all fields directly using Coefficient
Coefficienteliminates the trial-and-error process of custom report type creation by accessing your permission set license assignment data directly through Salesforce’s API. You get immediate access to all fields from both objects without configuration restrictions.
How to make it work
Step 1. Use the “From Objects & Fields” import method in your spreadsheet.
SalesforceConnect to yourorg through Coefficient and select “From Objects & Fields.” Choose PermissionSetLicenseAssign as your primary object to start building your report.
Step 2. Select related User fields through lookup relationships.
Browse the extensive field lists to add User attributes like Department, Role, Manager, and custom fields. Unlike custom report types, you’ll see all available fields without visibility restrictions or missing relationships.
Step 3. Apply complex filtering logic.
SalesforceBuild AND/OR filter combinations that would be difficult to achieve in standardreports. Filter by active users, specific departments, license types, or assignment dates using dynamic cell references.
Step 4. Schedule automated refreshes for current data.
Set up daily or weekly refreshes so your reports update automatically with current license assignments. This eliminates the manual report regeneration required with native Salesforce custom report types.
Get reliable cross-object reporting without the configuration hassles
Start buildingThis approach gives you all the benefits of custom report types without the field mapping issues and relationship limitations.your permission set license reports with complete field access today.
