Limiting Access To Reports In A Staff Account

[Sneiv]

My sales tax accounting firm logs in my reports interface every month to download information to file sales taxes.

They only need access to one report in my Custom Reports sections. It would be nice if there was a way to limit what reports they have access to. Currently to get that single report they have access to all other reports as well.

[Victor]

Hi @Sneiv,

At this time it is not possible to grant access for staff members on a report-by-report basis; you can make it so that they can either access your entire Reports section of the Shopify admin, or not at all. I can appreciate why this is frustrating in your situation and I will be sure to pass your feedback onto our development team for them to consider.

In the meantime, an alternative workflow you could consider would be running and downloading the custom report your accounting firm needs access to and sending it to them yourself, rather than them do this via their staff account.

[Report-Pundit]

Hi @Sneiv ,

I am John from Report Pundit, a reporting and analytics app in the Shopify app store.

Report Pundit has a password-protected sharable link feature in which you can share any type of custom reports Including orders, finance reports, payout reports to your accountants, staff members, vendors, finance team, and many more without sharing the Shopify login credentials.

With Report Pundit you can create a simple to complex customized report in a few minutes. We have base features like exports to various formats, instant filter/sort, schedules and sales, product, customer, and profit reports.

We also have unique features like inventory snapshot, calculated fields, Shopify, Stripe, and PayPal payout reconciliations. Integrations to report marketing data from Klaviyo, Google Analytics, and Facebook.

We offer a 14-day free trial. Our support team can set up any type of custom report unique to your store. Report setup is always free. You can reach us at support@reportpundit.com or contact our live chat support team.

Thanks,
John