Skip to main content

Limiting User Access to Reports

Control which report pages each User Role can see with Report Access and page-level User Role Access.

Written by Kyle Kroeger

Administrators can control which report pages each User Role can see. This is set by the role's Report Access setting and each page's User Role Access.

  • Report Access: Limited – Inside a report they can open, users see only the pages an owner has opened to their role. Owners always see every page of a report they own.

  • Report Access: All – Users see every page of every report they can open.

Report Access decides which pages are shown, not which data a user can see. Scheduling report emails is controlled by a separate setting, Scheduled Report Emails.

To limit a role to specific pages, set the User Role to:

  • Report Permissions: Read or Full

  • Report Access: Limited

⚙️ How to Configure Access

  1. Open the report and select the page.

  2. Select the gear icon next to Filters to open Configure Page.

  3. Select User Role Access.

  4. In Select User Roles, select the roles that should see this page, then select OK. Only roles with Report Access set to Limited are listed.

If no roles are selected, the page is hidden from Limited roles. Only the report's owners, Administrators, and users with Report Access set to All can see it.

📑 Report Ownership & Granular Sharing

(Available on Business Plus and higher plans)

Each report can have owners. Owners can open the report and every page on it, even when their role has Report Access set to Limited. Owners whose role has Full report permissions can change, share, and delete the report. Everyone else can open the report if it's shared with everyone, but can't save changes. They can save their own copy without affecting the original.

  • Share reports widely without risk of unwanted changes.

  • Make the people responsible for maintaining a report its owners.

  • Let others save their own copy when they need a variation.

To add owners, open the report, select Configure Report, then Sharing and ownership.


What's Next?

Learn more about User Roles, or see Who Can View, Edit, and Schedule Reports for a full breakdown of report permissions.

Did this answer your question?