Set reports-related permissions for office employees

Overview

If you’re an administrator, you can use this feature to control who on your team can view, create/edit, or delete scheduled reports—and whether they can see everyone’s scheduled reports. You can also limit access to sensitive reporting details (like hourly pay on timesheet summary reports) by setting reporting permissions for specific employees or roles.

Who uses this feature

Administrators

Things to know

You can also set permissions by employee and technician role.
To manage viewing and editing access to specific reports, you can set reporting permissions.

Set administrative reporting permissions

Go to the navigation bar and click Settings . In the side panel, go to People > Employees.
From the Employee screen, click Edit for the office employee you want to enable permissions for.
On the Edit Employee screen that opens, click the Permissions tab.
Tip: Use the Search field to locate any of the below permissions.
In the Reports section, select or deselect a permission to enable or disable it.
1. View Scheduled Report: Access the scheduled report screen
2. Edit Scheduled Report: Create and edit scheduled reports
3. Delete Scheduled Report: Delete scheduled reports
4. View All Scheduled Reports: View scheduled reports of all employees
In the Timesheets section, select or deselect the following permissions:
1. View Hourly Pay On Timesheet Summary Report: View gross pay details in Technician Timesheet Summary reports
  Note: This permission does not control access to gross pay details in payroll-related reports based on the Master Pay File and Timesheets report templates.
In the Employees & Technicians section, select or deselect the following permission:
1. Allow editing of reporting permissions: Edit reporting permissions by going to Operations > Reporting Settings > Reporting Permissions.
When you're finished, click Save Changes.

Want to learn more?

Visit ServiceTitan Academy to enroll in Navigating Reports
See Edit custom reports