Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Financial reports and planning

Resolve restricted posted-journal details in Reports

Request the specific report detail permission needed for ledger drilldown.

Updated 2026-11-11

The posted-report page can say that your access does not include posted journal details. That restriction is distinct from permission to view a summary statement. A company can allow a reader to see financial totals while limiting access to detailed underlying entries.

Confirm the selected company and report type. If detailed review is part of your role, ask its owner or administrator to assess the required report and journal permissions. Explain whether you need account drilldown, a full ledger or an export rather than requesting broad access without a purpose.

Refresh the workspace after any permission change. If the summary statement remains available, you can continue reading that permitted view while the access issue is resolved. Do not move sensitive journal descriptions into another document to bypass the restriction.

A failed permission check also should not be interpreted as zero activity. Keep the distinction clear in any report you share: unavailable detail means the underlying lines were not accessible to your account, not that the company has no entries for the period.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.