---
title: "What are the steps to share a legacy report with a new user in ServiceTitan?"
slug: "what-are-the-steps-to-share-a-legacy-report-with-a-new-user-in-servicetitan"
updated: 2026-10-15T01:22:20Z
published: 2026-10-15T01:22:20Z
canonical: "help.servicetitan.com/what-are-the-steps-to-share-a-legacy-report-with-a-new-user-in-servicetitan"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What are the steps to share a legacy report with a new user in ServiceTitan?

## Introduction

Go to **Settings > People > Employees**, and edit the employee's profile. Under the **Permissions** tab, select **Reporting Permissions** and enable **View** for the relevant legacy report categories. Save your changes to grant access.

## Problem

A user needs access to a legacy report in ServiceTitan. This issue typically occurs when users can access the main reports section but receive access denied messages for specific legacy reports due to missing template permissions. You can go to **Settings > Operations > Reporting Settings > Reporting Permissions** to grant this access.

## Solution

### Workflow Summary

1. Go to **Settings > Operations > Reporting Settings > Reporting Permissions**.
2. Click **Edit** next to the employee you want to give access to the legacy report.
3. Click the **Legacy Report Categories** tab.
4. Select **View** for all legacy report categories the employee should have access to.
5. Click **Save**.

By following these steps, the new employee will now have access to the specified legacy reports in ServiceTitan.