Reports Permissions and Limitations
Report Permissions
Specific features and functionality within the Reports tool varies depending on permissions. Refer to the table below to see the capabilities of administrators and members.
Note: Collaborators who are not project members can still receive reports shared with them, but can't access the tool within this project.
| Feature | Administrator | Member | Help topic |
| Report tool access | Yes | Yes | About Reports |
| View reports | All reports | Only for the reports members created or those that have shared with them | View, Filter, and Search Reports |
| Create reports | Yes | Yes | Create and Schedule Reports |
| Schedule reports | Yes | Yes | Create and Schedule Reports |
| Edit schedule* | Yes | Only for the reports members created themselves | Create and Schedule Reports |
| Share reports | Yes | Only for the reports members have access to | Download, Share, and Void Reports |
| Copy link to reports | Yes | Yes | Download, Share, and Void Reports |
| Download reports | Yes | Yes | Download, Share, and Void Reports |
| Project-level report settings | Yes | No | About Reports |
| View report templates** | Yes | Yes | Working with Report Templates |
| Save reports as templates | Yes | Only for the reports members created themselves | Working with Report Templates |
| Create report templates from existing templates | Yes | Yes | Working with Report Templates |
| Edit report templates | Yes | Yes | Working with Report Templates |
| Delete report templates | Yes | Only for the reports members created themselves | Working with Report Templates |
| Void reports | Yes | Only for the reports members created themselves | Working with Report Templates |
* The Edit schedule option is only available for the reports that have already been scheduled.
** Project members can only view report templates they created themselves.
Data Limitations for Reports
The report types contain different limits on the amount of data included in each report. Refer to this table to see the limits on each data type.
| Report type | Format | Data type | Limit |
| Asset Detail | Assets | 500 | |
| Form Labor Summary | Forms | 500 | |
| Issue Detail | Issues | 500 | |
| Pushpin snapshots | 500 | ||
| Photos | 2,500 | ||
| Issue Summary | Excel | Issues | 10,000 |
| Issues | 1,000 | ||
| Cross-project Issue Summary | Excel | Issues | 25,000 |
| Submittal Item Detail | Submittals | 500 | |
| Submittal Item Summary | Submittals | 1,000 | |
| Excel | Submittals | 2,000 | |
| RFI Detail | RFIs | 50 | |
| RFI Summary | RFIs | 1,000 | |
| Excel | RFIs | 1,000 | |
| Takeoff Inventory | Takeoff items | 10,000 | |
| Excel | Takeoff items | 65,000 | |
See Create and Schedule Reports to learn how to create and schedule customized reports containing data relevant to your project needs.