Understanding Analytics Permissions and Data Scope

Report access and the records inside a report depend on your role and organization scope.

Report-area requirements

Sales Reports: at least one of View Invoices, View Case Financials, or View All Financials.
Case Reports: View Assigned Cases or View All Cases.
Expense Reports: View Case Financials or View All Financials.
Calendar Reports: View Calendar.
System Reports: Full Access and Manage Settings.
CSV exports: Export Data in addition to report access.

Why two users may see different figures

Limited or assigned scope, permitted financial records, and applicable access restrictions can change the included records. A user who can open a report does not necessarily see every organization record.

Investigate missing access

Confirm the workspace, report permissions, access level, case assignments, and filters. Ask an administrator to review the specific requirement. Broadening a role simply to make totals match can expose records the user should not access.

When comparing two screenshots or exports, record whose permitted scope each represents as well as the report filters.