Report Permissions (also called reporting access or report permissions) control access to financial and operational reporting within Alvys. This article covers all eight permissions in the Reports category: "Fuel Report", "Toll Report", "View Summary Financial Report", "View Detailed Financial Report", "View Statement List Report", "View Statement Items Report", "View Asset Safety Report", and "View Driver YTD". Each permission controls access to a specific report and can be assigned independently, allowing you to grant each user exactly the reporting visibility their role requires.

Insights is not a Reports permission. Access to Alvys Insights is controlled by the separate "View Insights" permission and also requires Alvys Intelligence to be enabled for your account. See Alvys Insights: Getting Started under Go Deeper.

Report Permissions are configured at the individual user level within the User Management interface.

To adjust these settings:

Fuel constitutes one of the largest variable costs for a trucking company, often ranking second only to driver wages. The Fuel Report provides essential visibility into fuel expenditures by driver, vehicle, location, and time period. The Fuel Report permission governs access to the Fuel Report page which is located within the Asset module. This report displays fuel transaction data for both drivers and vehicles, allowing users to audit fuel card purchases, analyze gallon consumption, manage driver fuel deductions, and upload external transaction files among other related functions. In the absence of this permission, the page remains hidden from the navigation menu of the user.

By default, this permission is granted to: Partner Admin, Admin, Operation Manager, Biller, and Safety. Not assigned by default to: Dispatcher, Sales Agent, Data Entry, Office Admin, or Driver.

To upload fuel transactions manually, go to Assets > Fuel and select Transaction File Upload — the button is labelled Transaction File Upload rather than “Import”. This control is not separately permission-gated: if you can open the Fuel Report page, you can upload to it. Full instructions are in How to Manage Fuel in Alvys.

The Toll Report permission governs access to the Toll Report page situated within the Asset module. This report provides a comprehensive display of toll transaction data, enabling users to analyze toll charges according to specific drivers, vehicles, routes, and time periods. In the absence of this permission, users are unable to navigate to the Toll Report page as it remains excluded from the navigation menu.

By default, this permission is granted to: Partner Admin, Admin, Operation Manager, Biller, and Safety. Not assigned by default to: Dispatcher, Sales Agent, Data Entry, Office Admin, or Driver.

The "View Summary Financial Report" permission grants access to the Summary Financial Report in Alvys, which provides an operational and financial overview of load and trip activity across a configurable date range. The Summary Financial Report gives managers and dispatchers a quick view of revenue and expenses aggregated by asset, load counts, and other high-level metrics without requiring access to individual invoice-level line items.

By default, this permission is granted to: Partner Admin, Admin, Operation Manager, and Biller. Not assigned by default to: Dispatcher, Sales Agent, Data Entry, Office Admin, Safety, and Driver.

The "View Detailed Financial Report" permission grants access to the Detailed Financial Report in Alvys, which provides a granular breakdown of revenue, costs, and margins at the load and trip level. This report exposes individual invoice amounts, cost breakdowns, and margin data and should be limited to roles that genuinely need detailed financial visibility.

By default, this permission is granted to: Partner Admin, Admin, Operation Manager, and Biller. Not assigned by default to: Dispatcher, Sales Agent, Data Entry, Office Admin, Safety, and Driver.

The View Statement List Report permission governs access to the Statement List Report page located within the Financial Reports section of the Reports module. This report provides a comprehensive audit trail of all driver statements for both owner operators and company drivers, which are summarized at the statement level. It enables billing and settlement personnel to observe all statements for a specific driver, including the date period and their respective totals for mileage, gross revenue, deductions, credits, and net earnings without the requirement to open each statement individually. Access to this information should be limited to billing and accounting personnel who manage carrier payments.

By default, this permission is granted to: Partner Admin, Admin, Operation Manager, and Biller.

The View Statement Items Report permission controls access to the Statement Items Report page within the Reports module. While the Statement List Report provides an overview of all driver statements, the Statement Items Report displays the individual line items within those statements, such as specific loads, charges, and deductions.

These statement items represent the granular financial detail behind each driver payment, including individual load charges, accessorial fees, deductions, and adjustments. This level of detail is necessary for billing staff who need to verify the accuracy of driver statements to ensure that all charges are accounted for. Restricting access prevents unauthorized users from viewing detailed driver payment breakdowns.

By default, this permission is granted to: Partner Admin, Admin, Operation Manager, and Biller.

The View Asset Safety Report permission governs access to the Asset Safety Report page situated within the Reports module. Safety personnel bear the primary responsibility for ensuring that documentation for all assets remains current and that the fleet can legally operate within regulatory frameworks. This report provides a centralized view for safety users to monitor essential certifications that have expired or are approaching expiration.

For drivers, the report highlights critical data points including license expiration, medical certification expiration, the most recent motor vehicle record date, and Clearinghouse status dates. Regarding equipment, the report tracks assigned drivers, license plate expiration, and inspection expiration dates for both trucks and trailers. Additionally, it provides visibility into lease commencement and termination dates to ensure lease compliance across the fleet. By centralizing these diverse metrics, the Asset Safety Report enables proactive management of asset documentation to prevent operational disruptions and maintain full compliance.

By default, this permission is granted to: Partner Admin, Admin, Operation Manager, Dispatcher, Office Admin, and Safety. Not assigned by default to: Biller, Sales Agent, Data Entry, or Driver.

The View Driver Year to Date permission governs access to the Driver Year to Date report page situated within the Reports module. This report serves as a centralized resource for monitoring cumulative earnings and financial data for drivers throughout the current calendar year. It provides comprehensive visibility into driver compensation totals, detailed pay period breakdowns, and cumulative year to date accumulations. Because this data discloses sensitive individual earnings and financial performance over time, this authorization acts as a critical security measure to ensure that only authorized personnel can evaluate these specific compensation metrics.

By default, this permission is granted to: Partner Admin, Admin, Operation Manager, and Biller. Not assigned by default to: Dispatcher, Sales Agent, Data Entry, Office Admin, Safety, and Driver.

The "View Insights" permission controls access to the Alvys Insights feature, the AI-powered chat interface where users can ask simple questions about their operational and financial data, such as loads, drivers, finances, carriers, and other transportation management system (TMS) data. The Insights chat interface can be accessed from the left navigation panel under "Insights".

By default, the Admin and Partner Admin roles have this permission. This approach ensures that access to AI analytics is assigned specifically, rather than being available to all users by default. Because Insights queries can reveal sensitive financial, operational, and identity data, restricting access to these trusted roles prevents unintended exposure.

Your data visibility within Insights is structured across two (2) distinct security levels to ensure sensitive information remains protected according to your specific role in Alvys.

The first level of access is determined by standard role-based Alvys permissions. While the "View Insights" permission allows you to access the chat interface, your existing domain permissions control which specific categories of data you can see in your query results. For example, to view financial amounts in chat results, you must have an associated permission such as "Billing", "View Customer Rate", or "View Driver Rates". Similarly, viewing equipment or personnel details requires permissions such as "View Trucks", "View Trailers", "View Drivers", or "View Maintenance". If you do not have the required permission for a specific category, that information will be hidden or masked in the results, ensuring that the same security rules applied throughout Alvys are strictly enforced in the Insights tool.

The second level of access corresponds to the View Personally Identifiable Information (PII) permission, which is the permission most directly related to the level of detail shown in Insights responses. It acts as a critical secondary security layer that works alongside Level 1 domain permissions to protect sensitive information.

To view highly sensitive information, such as names, email addresses, phone numbers, driver’s license numbers, and insurance details, the user must have the "View Personally Identifiable Information" permission in addition to the corresponding Level 1 domain permissions. Without this specific permission, these fields will be replaced with masked placeholders, ensuring that personally identifiable information remains protected even when analyzing general data categories.

Most Reports permissions follow one of three patterns. Financial and statement reports go to Partner Admin, Admin, Operation Manager and Biller. Fuel and Toll add Safety. Asset Safety goes to the operational roles — Dispatcher, Office Admin and Safety — but not Biller.

If a report does not appear in your navigation, the matching Report permission is almost certainly not enabled on your profile. Each report is gated by its own permission — there is no master toggle that unlocks all of them.

If the permission is already enabled and the page still does not appear, contact Alvys support — something other than permissions is blocking it.

This is not a permissions problem — if you can open the page, your access is working. Empty results normally come from the data source rather than your profile. For IFTA reports specifically, see Managing and Troubleshooting IFTA Reporting in Alvys under Go Deeper. For any other report, contact Alvys support.

Q: What is the difference between the Summary Financial Report and the Detailed Financial Report?

A: The Summary Financial Report provides a high-level overview of revenue and expenses aggregated by asset. The Detailed Financial Report provides invoice-level financial data including revenue, costs, and margins for each load or trip. The Detailed Financial Report is more sensitive and is restricted to fewer roles by default.

Q: Can I grant Detailed Financial Report access to a Dispatcher?

A: Yes. Dispatcher is not assigned "View Detailed Financial Report" by default, but a user with the "Set Permission" permission can enable it on an individual dispatcher's profile.

Q: Do Safety or Driver roles receive any Report permissions by default?

A: No. Neither Safety nor Driver roles are assigned either financial report permission by default.

Q: Who can modify Report permissions?

A: Any user with the "Set Permission" permission enabled on their profile.

Q: Which Alvys reports require specific permissions to access?

A: All reports in Alvys require the corresponding permission. The full list in the Reports category includes: "Fuel Report", "Toll Report", "View Summary Financial Report", "View Detailed Financial Report", "View Statement List Report", "View Statement Items Report", "View Asset Safety Report", "View Driver YTD". Each is enabled independently.

Q: Is there a master permission that unlocks all reporting pages at once?

A: No. Each report permission is independent and must be enabled individually.

Q: Do I need Billing permissions to view these reports?

A: No. Report permissions in the Reports category are independent of the "Billing" permission.