Service Titan Knowledge Base

Set reporting permissionsLast updated on 09/07/2022

You can manage who can view, create, and edit reports. Set your permissions so sensitive report information like payroll, invoicing, and revenue is only accessible to those who need it. You can set permissions by company role or individual employee.


Things to know

  • There are two types of reports permissions: view and edit. View access lets you see and run a report. Edit access lets you edit and save a report.

  • You can set report permissions by assigned company role or individual office employee. For example, everyone assigned a Dispatch role has access to a set of reports, but you can enable additional reporting permissions for a specific dispatcher.

  • If you create a custom report, you always have access to that report, regardless of future reporting permission changes.

  • You can also set reporting permissions in bulk.

  • You can grant office employees access to the Reporting Permissions screen by enabling the Allow editing of reporting permissions permission. For more, see Set reports-related office employee permissions.


How reporting permissions work

To run built-in reports—reports created by ServiceTitan—you need View permissions for the report template it’s based on.

Note: To run custom reports, sharing permissions must also be enabled by the report creator.

For example, Active Memberships is a built-in report based on the Customer Memberships report template. It’s in the Marketing category on the All Reports screen.

To run the report, you need permissions enabled for the report template the report is based on:

  • View permission for the Customer Memberships report template allows you to see and run reports based on that template.

  • View permission for the Marketing section allows you to see and run reports in that section.

Note: Categories permissions are only required for Legacy reports. You do not need to set these for Reports 2.0 reports.


Set reporting permissions by company role

  1. Go to the navigation bar and click SettingsSettings.

  2. In the side panel, go to Operations > Reporting Settings. Dashboard and Reporting Settings opens.

  3. Click the Reporting Permissions tab.

  4. Click Edit for the role whose permissions you want to set. Edit Reporting Permissions opens.

  5. Set permissions for the employee:

    • In the Report Templates tab, select the templates you want the employee to view or edit:

      • View—See and run reports based on that template

      • Edit—Create and edit reports based on that template

      Tip: Click View All or Edit All to select all templates. Click View None or Edit None to deselect all templates.

    • In the Legacy Report Categories tab, select the categories you want the employee to view. Note: Categories permissions are only required for Legacy reports. You do not need to set these for Reports 2.0 reports.

  6. (Optional) To apply these permissions to existing employees in that role, select Update existing employees’ reporting permissions. Otherwise, these permissions apply to employees assigned to that role after you save your settings.

  7. When you’re finished, click Save.


Set reporting permissions for an individual

  1. Go to the navigation bar and click Settingsimage1.

  2. In the side panel, go to Operations > Reporting Settings. Dashboard and Reporting Settings opens.

  3. Click the Reporting Permissions tab.

  4. Click Edit for the employee whose permissions you want to set. Edit Reporting Permissions opens.

  5. Set the default permissions for the role:

    • In the Report Templates tab, select the templates you want the employee to view or edit:

      • View—See and run reports based on that template

      • Edit—Create and edit reports based on that template

      Tip: Click View All or Edit All to select all templates. Click View None or Edit None to deselect all templates.

    • In the Legacy Report Categories tab, select the categories you want the employee to view. Note: Categories permissions are only required for Legacy reports. You do not need to set these for Reports 2.0 reports.

  6. When you’re finished, click Save.


FAQ

Where do I set reporting permissions?

Why can’t I run my co-worker’s report even though I have the correct reporting permissions enabled?

Why can I edit columns in some reports and not others?

Do reporting permissions also apply to custom dashboards?

When I try to share a custom report I created, why can’t I find my co-worker in the Sharing tab?

As an administrator, why can’t I access the sharing settings of custom reports created by other office employees?


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.