Staff permissions for reports

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SUMMARY

Though the Report Permissions section on the Staff Permissions screen contains nearly every permission affecting access to your site's reports, some are controlled by staff permissions in other sections. To keep things simple, below is a list of every report within your site and the permissions necessary to access them. 


CONTENT

To find the Staff Permissions screen, go the Home tab > select Staff > Tools at the top right > click Staff Permissions > select an access "Permission Group" from the drop down menu.Staff_Permissions_in_Tools.png

Clients & Accounts

To view one of these reports, your login group must be assigned the following permissions:

  • Account Balances (at least one)
    • Account Balances & Invoices
    • Bulk Schedule autopays from Account Balances Report
  • Big Spenders
    • Sales/Sales by Category/Sales by Services Sold
  • Class Test
    • None!
  • Client Indexes
    • Client Indexes
  • MINDBODY app Ratings & Reviews (In the app Ratings & Reviews section)
    • View his or her own ratings & reviews (Staff can view their own ratings ONLY)
    • View everyone's ratings & reviews (Staff can view all ratings and reviews)
    • View client names on the report (Staff can view all ratings and reviews, and can see client names on report. Can also tag clients.)
  • Contact Logs (in the Sales Team Management Permissions Section)
    • Contact Log Analysis Report
  • Event/Enrollment Payments
    • Event/Enrollment Invoices
  • Gift Cards
    • Sales/Sales by Category/Sales by Services Sold
  • First Visit
    • Marketing
  • Last Visit
    • Marketing
  • Locate Duplicate Clients (in the Toolbox Permissions Section)
    • Locate Duplicate Client Records
  • Locker (in the Client Permissions Section)
    • View Client Profile
  • Merge Duplicate Clients (in the Toolbox Permissions Section)
    • Merge Duplicate Client Records
  • Modify Tagged Clients
    • Marketing
  • No Return
    • Marketing
  • Prospects
    • Sales/Sales by Category/Sales by Services Sold
  • Sales Forecasting (in the Sales Team Management Permissions Section)
    • Sales Forecast Report
  • Retention Management (at least one)
    • Marketing
    • Retention Management
  • Rewards
    • Sales/Sales by Category/Sales by Services Sold
  • Security Verification (in the Client Permissions Section)
    • Manage Client Security Verification
  • Series/Pricing Option Expirations
    • Marketing
  • Unpaid Visits
    • Account Balances & Invoices
  • Visits Remaining
    • Marketing

Schedule at a Glance

To view this report, your login group must be assigned one of the following permissions:

  • Schedule at a Glance/Attendance
  • Schedule at a Glance/Attendance (Own Schedule ONLY)

Membership

To view one of these reports, your login group must be assigned the following permissions:

  • Membership
    • Membership Reports
  • New Members
    • Membership Reports

Cancellations

To view this report, your login group must be assigned one of the following permissions:

  • Cancellations
  • Staff View Own Cancellations Only

Marketing

To view one of these reports, your login group must be assigned the following permissions

  • First Visit
    • Marketing
  • Last Visit
    • Marketing
  • Mailing Lists
    • Marketing
  • No Return
    • Marketing
  • Referral Sources
    • Marketing
  • Referrers
    • Marketing
  • Retention Management (at least one)
    • Marketing
    • Retention Management
  • Pricing Option Expiration
    • Marketing
  • Visits Remianing
    • Marketing
    • Entry Logs

Analysis

To view one of these reports, your login group must be assigned the following permissions:

  • Attendance Analysis
    • Analysis
  • Average Revenue Analysis
    • Analysis
  • Client Arrivals
    • Analysis
  • Clients Per Teacher
    • Analysis
  • No Shows
    • Analysis
  • Outstanding Pricing Option
    • Analysis
  • Earned Revenue
    • Analysis
  • Retention
    • Analysis
  • Revenue by Class
    • Analysis
  • Online Metrics(at least one)
    • Analysis
    • Online Metrics

Entry Logs

To view this report, your login group must be assigned the following permission:

  • Entry Logs

To view the Staff Activity report, you must also be assigned the Staff Activity Permission.

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Sales

To view one of these reports, your login group must be assigned the following permissions:

  • Big Spenders
    • Sales/Sales by Category/Sales by Services Sold
  • Best Sellers
    • Sales/Sales by Category/Sales by Services Sold
  • Cash Drawer (at least one)
    • Cash Drawer - Run for Current Date
    • Cash Drawer - Run for Date Range
  • Cost of Goods Sold
    • Sales/Sales by Category/Sales by Services Sold
  • Contract Sales
    • Sales/Sales by Category/Sales by Services Sold
  • Daily Closeout
    • Daily Closeout
  • Gift Cards
    • Sales/Sales by Category/Sales by Services Sold
  • Partner Sales
    • None!
  • Promotions
    • Sales/Sales by Category/Sales by Services Sold
  • Returns (both)
    • Marketing
    • Sales/Sales by Category/Sales by Services Sold
  • Sales
    • Sales/Sales by Category/Sales by Services Sold
  • Sales by Category
    • Sales/Sales by Category/Sales by Services Sold
  • Sales by Product
    • Sales by Supplier/Sales by Product
  • Sales by Supplier
    • Sales by Supplier/Sales by Product
  • Sales by Service
    • Sales/Sales by Category/Sales by Services Sold
  • Sales by Sales Rep
    • Sales/Sales by Category/Sales by Services Sold
  • Sales Forecasting (in the Sales Team Management Permissions Section)
    • Sales Forecast Report
  • Sales Tax
    • Sales/Sales by Category/Sales by Services Sold
  • Voided Sales
    • Sales/Sales by Category/Sales by Services Sold
  • MINDBODY Network Fees
    • Sales/Marketing Platform Fees

Attendance w/Revenue

To view this report, your login group must be assigned the following permission:

  • Attendance with Revenue Information

Online Store

To view this report, your login group must be assigned the following permission:

  • Manage Online Orders
    • Online Store Reports

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Staff

To view one of these reports, your login group must be assigned the following permissions:

  • Appointment Productivity
    • Schedule at a Glance/Attendance
  • Assistant/Assistant 2 (at least one)
    • Payroll Report/Tips (All Staff)
    • Payroll Report/Tips (Staff can view their own ONLY)
  • Commission (at least one)
    • Payroll Report/Tips (All Staff)
    • Payroll Report/Tips (Staff can view their own ONLY)
  • MINDBODY® app Ratings & Reviews (In the App Ratings & Reviews section)
    • View his or her own ratings & reviews (Staff can view their own ratings ONLY)
    • View everyone's ratings & reviews (Staff can view all ratings and reviews)
    • View client names on the report: This optional permission allows staff to view all ratings and reviews, and can see client names on report. They can also tag clients.
    • Ability to email clients directly from the report: this optional permission allows staff to email clients directly from the report in response to their reviews. 
    • Respond Publicly to Reviews: This optional permission allows staff to post public responses to reviews in the MINDBODY app.
  • Payroll(at least one)
    • Payroll Report/Tips (All Staff)
    • Payroll Report/Tips (Staff can view their own ONLY)
  • Payroll Export(at least one)
    • Payroll Report/Tips (All Staff)
    • Payroll Report/Tips (Staff can view their own ONLY)
  • Pay Rates
    • Staff Pay Rates (in the Toolbox Permissions Section)
  • Performance
    • Staff Performance Report
  • Phone Book
    • Staff Phone Book
  • Retention
    • Analysis
    • Marketing
  • Sales by Sales Rep
    • Sales/Sales by Category/Sales by Services Sold
  • Staff Schedule
    • Schedule at a Glance/Attendance
  • Tasks
    • Tasks
  • Time Clock(at least one, in the Toolbox Permissions Section)
    • View All Clock Ins and Clock Outs
    • Edits CLockIns & Clock Outs
  • Tips (at least one)
    • Payroll Report/Tips (All Staff)
    • Payroll Report/Tips (Staff can view their own ONLY)
  • Trainer Conversions
    • Entry Logs

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Inventory

To view one of these reports, your login group must be assigned the following permissions:

  • Best Sellers
    • Sales/Sales by Category/Sales by Services Sold
  • Inventory Change Log
    • Inventory
  • Inventory On Hand
    • Inventory
  • Inventory Age
    • Inventory
  • Sales by Product
    • Sales by Supplier/Sales by Product
  • Sales by Supplier
    • Sales by Supplier/Sales by Product
  • Sales by Sales Rep
    • Sales/Sales by Category/Sales by Services Sold

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Payment Processing

To view one of these reports, your login group must be assigned the following permissions:

  • Approved Transactions
    • View Merchant Account Transactions
    • You must also have to have a merchant account enabled
  • Settled Transactions
    • View Merchant Account Transactions
    • You must also have to have a merchant account enabled
  • Pending Transactions
    • View Merchant Account Transactions
    • You must also have to have a merchant account enabled
  • Voided/Rejected Transactions
    • View Merchant Account Transactions
    • You must also have to have a merchant account enabled
  • Autopay Detail
    • View AutoPay schedule and history
  • Autopay Summary
    • View AutoPay schedule and history
  • Autopay Expirations
    • View AutoPay schedule and history
  • Autopay CC Expirations
    • Schedule/edit AutoPays
    • View AutoPay schedule and history
    • Add/edit AutoPay schedules

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ADDITIONAL RESOURCES

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