Give your staff access to reports

2 min read · Updated November 1, 2026

Reports show your money, so only the roles you choose can open them. You give access through the role, not through each person.

Do it when a manager or an accountant needs to follow the numbers.

Before you start

  • You need a role you can edit. System roles cannot be changed.

Step 1. Open the role

In the side menu, under Management, select Roles. Press the pencil on the role's row, or press Add Role to make a new one.

Under Management, open Roles. Press the pencil on the role's row, or Add Role for a new one.

Step 2. Tick the report permissions

Under Permissions, open the Reports & Analytics group. Tick View Reports to open the report pages, and Export Reports to download them as CSV or Excel files.

To show cost of goods and profit too, tick View Purchase Costs in its own group.

Open the Reports & Analytics group and tick View Reports and Export Reports.

Step 3. Save the role

Press Save. Everyone with this role now sees the Reports & Analytics section in their side menu.

The POS Report follows the Point of Sale permissions, so a cashier can open it without View Reports.

Press Save. Everyone with this role now sees Reports & Analytics in the side menu.

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