Report Permissions and Protecting Case Information

Report access depends on role permissions, case scope, assignments, access groups, and case status.

Report permissions

  • View Reports: access the Reports tab and report-related actions.
  • Generate Reports: generate reports or use Summary PDF when other rules allow.
  • Download Reports: download saved generated reports.
  • View Report Templates: view and select templates; sometimes labeled View Templates.
  • Manage Report Templates: manage templates and delete generated reports; sometimes labeled Manage Templates.
  • View Files: include permitted attachment evidence.

Template settings access

Opening Settings > Templates requires Full Access plus View Report Templates or Manage Report Templates. Uploading and deleting templates require Full Access and Manage Report Templates.

Data access still matters

Variables populate only from data available to the generating user. Client, contact, subject, financial, and file access may differ between users. A blank field may reflect that boundary.

Before sharing

Review the actual downloaded file for the intended audience. Exported documents do not retain the application's interactive permission controls. Generating a report does not grant its recipient access to linked cloud evidence.

Closed cases

Report generation is disabled on closed or read-only cases. Follow the case workflow rather than changing access solely to bypass a restriction.

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