Access and permissions in Reports

A report appears and runs only when all four layers allow it.

Reports permissions

Permission	Allows
reports.view	Open Reports, see the catalogue, run reports on screen, save filters
reports.export	Download Excel or PDF, queue exports, see Export history, create schedules

Without reports.view (or with the Reports module off) you see Reports unavailable: "Reports require tenant enablement and reporting permissions."

Each report's own permission

You also need the permission for the data, the same one you'd need in the source module. See The report catalogue for the full list. For example:

Report	Also needs
Trial balance	Accounting module, accounting.report.trial-balance.view
Sales by customer	sales.invoice.view
Stock position	inventory.report.stock.view

A report you can't run is simply not listed.

Business units

Reports include only your active, assigned business units.

You choose	Report includes
No unit	All your assigned units
A unit ID	That unit, if assigned to you

• No assigned units: "Report business unit access denied".
• Access is checked again when an export runs. If your access changed between queuing and running, the job fails with "Your access changed. Create a new export."

Example roles:

Person	Permissions
Nadia	reports.view, reports.export; all accounting report permissions; sales.invoice.view; purchase.invoice.view
Omar	reports.view; purchase.invoice.view; inventory.report.stock.view
Farah	reports.view, reports.export; accounting.ar.aging.view

Omar can run Purchases by supplier on screen, but has no Excel button: he lacks reports.export.

Next: The report catalogue.