JobsiteOn

Reporting Permissions

Which roles can access reports, export data, and create custom reports, and how to request access if you cannot see the reporting module.

Julian Park
Written by Julian ParkUpdated over a month ago2 min readBeginner

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.

Did this answer your question?

Related Articles