Reports Permissions
The Reports category controls access to SecurityTrax's reporting module. All report permissions are Yes-only toggles. The base Reports permission acts as a gateway -- without it, no individual report type is accessible.
Warning. Reports display unfiltered data. A user with access to a report can see all records in that report regardless of other permission restrictions (such as location-scoped customer permissions). Assign report permissions cautiously and only to users who should see company-wide data.
Gateway
| Permission | Access Levels | What It Controls |
|---|---|---|
| Reports | Yes | Base permission for the reporting module. Required before any individual report permission takes effect. |
Individual Reports
| Permission | Access Levels | What It Controls |
|---|---|---|
| ADT Financial | Yes | Access to ADT financial reports. |
| ADT Operational | Yes | Access to ADT operational reports. |
| Calendar Events | Yes | Access to calendar event reports. |
| Customer Notes | Yes | Access to customer notes reports. |
| Customers | Yes | Access to customer reports. |
| Equipment | Yes | Access to equipment reports. |
| Funding | Yes | Access to funding reports. |
| Leads | Yes | Access to lead reports. |
| Payables | Yes | Access to payables reports. |
| Technician | Yes | Access to technician reports. |
| Users | Yes | Access to user reports. |
Tips
- The base Reports permission is the gateway. Grant it first, then enable the specific report types the user needs.
- Reports are not filtered by other permissions. A user with the Customers report permission can see all customers, not just those at their assigned locations. Treat report access as a company-wide data privilege.
- ADT-specific reports (ADT Financial, ADT Operational) are only relevant to companies that use ADT as a monitoring provider.