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Requesting New Reports or Template Changes

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Written by Brayden Woods
Updated today

Report templates are restricted to platform administrators due to complexity and compliance risks.

What users can do

  • Run existing templates

  • Request new templates or changes via support/admin

How to request a report

Send support a message via Intercom and include:

  • Intended audience (customer/internal/regulator)

  • Context (job/customer/site)

  • Required fields and calculations

  • Preferred layout (table/metrics/charts)

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