Reports Permissions control how users access, generate, and export reports within STACK Takeoff & Estimate.

These permissions define who can view reports, modify report settings, and whether cost data is included in report outputs.

Key Information

• Reports are generated from takeoff and estimate data

• Permissions control both report access and report content

• Cost visibility in reports depends on Cost Permissions

• Some roles can generate reports without access to cost data

• Permissions can be granted or restricted using User Permissions

Report Permissions

Report Permissions control how users interact with reports.

IMPORTANT
Reports reflect the data available to the user at the time of generation.
Exported reports may vary depending on permissions and visibility settings.
Report formats and available data depend on selected report types.
Cost data is automatically excluded for users without cost access.

Report Permissions Overview

Who Can Work with Reports

Report capabilities vary by role and may include limitations on cost data.

Legend

✔  Included
◐  Available with permission
(no cost data) Reports exclude pricing and financial data

How Report Permissions Are Applied

Report Permissions are assigned through User Permissions and may be:

• Included by default in certain roles

• Enabled or restricted depending on the user’s responsibilities

Report content is also affected by Cost Permissions:

• Users with cost access will see pricing and financial data in reports

• Users without cost access will generate reports without cost data

Related Articles

Stack Takeoff & Estimate Roles
Estimate & Cost Permissions
Takeoff and Annotation Permissions
Takeoff & Estimate Project Permissions

See how others use this feature in the STACK Community.

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