Reporting Permissions

What this guide covers

This guide explains which user roles have access to the reporting module and what actions each role can perform. If you cannot see reports, this guide tells you why and how to request access.

Reporting access by role

Action	Owner	Admin	Dispatcher	Technician
View built-in reports	Yes	Yes	Yes	No
Export to CSV	Yes	Yes	Yes	No
Print reports	Yes	Yes	Yes	No
Create custom reports	Yes	Yes	No	No
Save and share views	Yes	Yes	Yes	No
View team performance	Yes	Yes	No	No
Delete custom reports	Yes	Yes	No	No

Screenshot: The reporting sidebar as seen by a Dispatcher, showing built-in reports but without the New Report button or Team tab.

Why Technicians cannot access reports

Technician accounts are scoped to their assigned jobs and related contacts. Reporting data includes revenue, customer details, and team performance across the entire workspace, which falls outside the Technician scope.

How to request access

If you need reporting access and your current role does not permit it:

1. Contact your workspace Owner or Admin.
2. Ask them to upgrade your role from /settings > Workspace > Roles.
3. Once upgraded, sign out and back in to refresh your permissions.

Tip: If you only need occasional access to specific data, ask an Admin to export a CSV and share it with you rather than upgrading your role permanently.

Related articles

• View Revenue and Payment Reports
• Build Custom Reports
• Save and Share Report Views