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Compare any report across every client you look after.
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File and folder permissions

Every row from every client, with the client first. Filter, sort and hide columns as on a client's own report; downloads keep the view.

Download PDFXLSXCSV

Who can access what 2 of 32

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One row per person, group or link with access to each shared file or folder, grouped by where it lives. Direct means they were given access on the item itself; a link means they were sent one.

ClientFile or folderLocationWhoHowCanOutsideShared byShared onExpires
Northwind Traders mediumYear end/Draft accounts FY26.xlsxClients / Documentspartner@mason-legal.exampleLinkEditYesrobert.hughes@northwindtraders.example10 Oct 2026Never
Northwind TradersBudget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNorobert.hughes@northwindtraders.example26 Sep 2026Never

Built from each client's latest collection with the same report as the client's own page. Select a client's name to open its report.