> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/reporting-and-integrations/reporting/common-dashboard-and-reporting-questions.md). # Common dashboard and reporting questions ## How do I give someone Dashboard access? Dashboard access is controlled by roles and permissions. If you cannot assign the needed permission from Settings, contact Essential through the Talk to a human tab with the user's name, email, and the access they need. ## Where can I see paid and unpaid invoices? Use Reports for revenue and invoice reporting, and use the Invoices page for invoice status, aging, and payment state. The A/R aging report is the best starting point for unpaid balances. ## Can the Dashboard show inspections due this month or next month? Dashboard widgets depend on what your business has enabled. If you need a new dashboard widget, contact Essential through the Talk to a human tab and describe the exact due-work view your team wants. ## Can I export customers or properties? Some list pages include export actions from the menu near the Add or New button. If your export needs are broader, contact Essential through the Talk to a human tab with the list and fields you need. ## Can I see inactive customers on the scheduling map? The scheduling map is focused on technicians, jobs, and backlog work. For inactive-customer planning, use customer and property lists together with reports. > **Where to find it:** Dashboard, Reports, Invoices, list-page action menus, and Essential Assistant > Talk to a human ## Related guides * [Customizing your Dashboard (KPIs and widgets)](/reporting-and-integrations/reporting/customizing-your-dashboard-kpis-and-widgets.md) * [Reports: what's available and where to find them](/reporting-and-integrations/reporting/reports-whats-available-and-where-to-find-them.md) * [Reading the A/R aging report](/reporting-and-integrations/reporting/reading-the-a-r-aging-report.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://learn.withessential.com/reporting-and-integrations/reporting/common-dashboard-and-reporting-questions.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.