Your insights report contains different dashboards that you can use to obtain specific data.
Give access to Insights reporting dashboards
In this section, you’ll find guidance on how to give users access to Insights dashboards. It covers how to enable or disable dashboards and set up permissions by brand, division, position, site, or individual user, ensuring the right people can view the right reports.
📌Note: 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 will be visible to all employees or not all users that have Insights access can access reports with sensitive information such as appraisals or surveys.
Click Toggle to activate or deactivate a dashboard
Dashboard is visible or not visible or it's allocated to users.
Click the Permissions
icon next to the dashboard that you need. You can see the users that already have access to dashboard.
If there are no set up permissions this means dashboard is available to everyone.
Click Add button to set up new permissions, then click Add again to confirm.
Set up permission by Brand.
Set up permission by Division, only a particular division might have access to this report, add as a permission value the name of the division.
Set up permission by Multiuser ID, add permission value the name or Multiuser ID.
Set up permission by Position, add permission value job ID.
Set up permission by Site, add permission value site name.
🤓Tip: For details on which dashboard gives you what data, please see this article.
Sites missing from reporting even though the hierarchy is correct
In this section, you’ll find guidance on why some sites may not appear in reporting, even when the hierarchy is configured correctly. It explains how reporting permissions can override hierarchy settings and how to adjust them to ensure full site visibility.
Why can’t 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:
✅ You only need to grant them reporting permission.
❌ 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.