Reporting Guide Accounts Groups Access
Reports normally cover the account you are signed in to. If your organization has several accounts (for example one per office or brand), Reporting can cover any number of them at once and compare them side by side.
On this page
Part of the Reporting guide.
Reports normally cover the account you are signed in to. If your organization has several accounts (for example one per office or brand), Reporting can cover any number of them at once and compare them side by side.
Choosing accounts
- The Accounts menu next to the date range appears when you can report on more than one account.
- Choose This account, pick any accounts, or pick whole Groups. A group adds every account in it that you can report on.
- Break down by Account or Group to compare them, or use the Accounts & groups library reports.
- A report can cover up to 250 accounts.
- Each account is counted separately and then added together, so if one account cannot be counted, the report still shows the others and says which is missing.
What you need
To report on accounts other than the one you are signed in to, all of these must be true:
- The account is in the same organization as the one you are signed in to.
- You have an active role on that account, and your role there has the Reporting permission.
- Reporting is switched on for that account on the Groups page.
Groups are offered when Reporting is switched on for the group on the Groups page and it holds at least one account you can report on.
Which leads you see
| Your role in an account | You see |
|---|---|
| Admin, or a role that can see all leads | Every lead in the account, and account-wide reports such as form views and Pipeline over time. |
| Any other role | Only leads assigned to you, your own tasks, your own campaigns and your own usage. Account-wide reports note that they are only shown to admins and people who can see every lead. |
This is worked out for each account separately, so you might see every lead in one account and only your own in another.
Sharing and scheduling
- Sharing a report shares its design. Each person who opens it sees only what their own access allows.
- A scheduled email is different: it is built with the access of the person who set up the schedule, and everyone on the list receives that same report. Only add people who should see those numbers.