Standard Reporting: Permissions

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Some clients grant viewing access to users based on their branch. Reports also reflect these permissions.

This is an important feature because access is granted based on how your organization has their branch permissions set up. You can restrict by Job access or expand to Talent and Companies / Contacts. Your standard reports will also reflect this setup.

The logic that determines how to filter out data based on these permissions is dependent on the report that is being accessed and the type of data that is displaying on it. For example, the system restricts data visibility on the Starts Report based on Company permissions.

BOLD Analyze reports follow this same branch- and permission-based visibility, but are managed as their own permission set rather than through the standard report checklist below. If a user can see standard reports but not BOLD Analyze dashboards (or vice versa), check both permission areas separately — access to one does not imply access to the other.

User Reporting Access

Access to specific reports is granted through User Accounts. Follow these steps:

1. Click on the user menu (the icon) and select User Accounts.
2. Find the account to which you want to grant access, and click Edit Profile.
3. Click the Edit Access button.
4. For the reports desired, check or uncheck the reports to which you would like to grant or restrict access. As an example, the Sales Reports section is shown below, with Sales Stats, Client Contact Report, Opportunities, and Sales Tasks granted access.
   

When the managed user next logs in to BOLD, their report access should be set up in the way you have directed.

Troubleshooting tip: If a user reports they can't see a specific report, confirming that report is checked under Edit Access (steps above) is the first thing to check. If the report is checked but still returns no data — for example, the Onboarding Compliance Report showing as available but empty — the issue is usually a branch or company data-visibility permission rather than a report-access permission. Confirm the user's branch and company permissions include the Talent records the report is trying to surface.