Decide who may see which reports
Read which permission opens reports, which permissions each report needs, and what the default roles can do in reports.
Reports show the figures of your whole salon, so you use roles to decide who may see them. There is one permission for the section itself, and most reports add a permission from another area.
The permission to open reports
The Reports area holds one permission: Can open reports. Without it, Reports is not in the menu.
Permissions per report
- Sales, payments, VAT, discounts, tips, gift cards, memberships, liabilities and the finance summary: Can view all sales transactions.
- Appointments and waitlist: Can view other team members' calendars.
- Client reports: Can view client profile. The Client summary also needs Can view other team members' calendars, Client insights also Can view all sales transactions, and the Client list also Can download clients. The client list only shows phone and email with Can view client contact details.
- Rosters and time off: Can view scheduled shifts of other team members. The Working hours summary also needs Can view other team members' calendars.
- Stock and products: Can manage products, brands, categories and suppliers.
- The two dashboards and the performance reports: both Can view all sales transactions and Can view other team members' calendars.
If your role lacks a permission, the report is still in the list, but with the label No access.
What the default roles can do
- Basic: has Can open reports but lacks the per-report permissions. Every report shows No access.
- Low: the appointment and waitlist reports, and the Client summary.
- Medium: also the inventory reports.
- High and the owner: all reports.
Give a team member access
- Go to Settings › Team members › Permission roles.
- Click the three dots next to the role and choose Edit permissions.
- Switch on the Reports area and tick Can open reports.
- Switch on the permissions the reports need, for example Can view all sales transactions under Sales, and click Save.
Who may do this
Changing roles takes the permission Can manage permission roles. You cannot hand out permissions you do not have yourself.
Frequently asked questions
Can a team member see only their own sales?
Not in reports: they always show the figures of all team members at the team member's locations. A team member does see their own figures on their profile under Overview, if their role allows it.
Is there a separate permission to export?
No. Whoever may open a report may export it. Only the Client list needs Can download clients.
Does someone I share a saved report with see my figures?
No. In a shared report everyone only sees what their own role and locations allow.
Does the daily sales summary fall under this too?
No. It has its own permission, Can view the daily sales summary, in the Sales area. Can open reports is not needed for it.