Insights dashboards provide access to different reporting data across the platform. You can control which dashboards users can access and restrict reports by brand, division, position, site, or individual user.
This is particularly useful if you need to give managers or area managers access to reports for multiple sites without changing the hierarchy.
Give access to Insights reporting dashboards
šNote: For more information on how to access and run a report, follow this article.
To set up Insights dashboard permissions, follow the steps:
Open the Admin tool.
Click Insights, then click Dashboards.
Not all dashboards are available to all employees. Users with Insights access may still have restricted access to dashboards containing sensitive information, such as Appraisals or Surveys.
Click Toggle
to activate or deactivate a dashboard.Click the visibility
icon next to the dashboard that you need. You can see the users who already have access to the dashboard.
If no permissions have been configured, the dashboard is available to all users with access to Insights.
Click Add to configure visibility permissions by:
Brand.
Division ID: Only a specific division may access this report.
Add the Division ID as the permission value.
Multiuser ID: Add permission value for the Multiuser ID.
Position: Add permission value job ID.
Site: Add permission value site ID.
Click Add to confirm.
š¤Tip: For details on which dashboard gives you what data, please see this article.
Sites missing from reports despite correct hierarchy
Learn why some sites may not appear in reports even when the hierarchy is configured correctly. Find out how reporting permissions can affect site visibility and how to update them to ensure the correct sites are displayed.
Why canāt a user see all sites in reports?
If a user can't see all their sites within reports, this is usually due to reporting permissions overriding the organisational hierarchy.
When specific sites are added under reporting permissions, these will override the organisational hierarchy. This means:
The user will only see the sites explicitly added under reporting permissions.
Any additional sites assigned via hierarchy will not appear in reports.
If a user should see all sites
If an employee needs visibility of all sites assigned to them through the organisational hierarchy:
ā
You only need to grant them reporting permission.
ā You do not need to add every site under report permissions manually.
If no specific sites are added under reporting permissions, the system will:
Use the organisational hierarchy
Display all sites assigned to the user through the hierarchy.