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User Permissions for Reports
User Permissions for Reports

Which user permissions are needed to create and see reports?

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Written by Digistorm
Updated over 5 months ago

The user permissions required for reports will vary based on which reports you need to see or create.

It will also depend on whether report filters are being used. For example, if the report is about leads who attended an event, the user will need permission to "View Event' to see or create that report.

Any Funnel accessor with the "Users" permissions can manage other users permissions.

Minimum user permission required to access reports

All reports will require the below user permissions at the minimum:

  • CRM functionality - View lead, Form reports, Funnel reports


Additional permission required

An additional permission is required for all Organisation reports.

Under "Settings" - Organisation accounts


The Productivity report requires the "Activities" permission under "CRM functionality".

The Enrolment Planner report requires extra permission under "Settings":

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