Learn about which reporting features each role has access to.
Users can see only transactions that are associated with sites that are within their scope.
Scopes can be defined at the following levels:
- Merchant group
- Merchant
- Site
To illustrate, let's take the example of a user with merchant-level scope for ACME UK, which has two sites. Even though ACME France is part of the same merchant group, the user will only see transactions related to ACME UK in the reports.
In order to use the scheduled reports functionality, Global Admins and Reports Builders need to have the merchant group scope.
Permissions define the actions that a specific role can perform. The following table shows all reporting-related actions and which roles can perform them.
| Global Admin | Reports Builder | Reports Reader | Transaction Operator | |
|---|---|---|---|---|
| Create scheduled reports | ||||
| Activate/deactivate scheduled reports | ||||
| Edit scheduled reports | ||||
| View scheduled reports | ||||
| Download a generated scheduled report | ||||
| View shared saved queries | ||||
| Edit shared saved queries | ||||
| View data in dashboard | ||||
| Manage personal saved queries | ||||
| Export transactions | ||||
| View transaction details | ||||
| View shopper data | ||||
| Void transaction | ||||
| Refund transaction |