Move from one-off reports to an ongoing read of a company’s data.
Data access is a standing permission rather than a single answer. Where a report
request produces one document a company reviewed before sending, data access
lets you read the named data as it changes, which is what you want when you are
tracking a position continuously rather than preparing for one meeting.It is also a bigger ask, and companies treat it that way.
Request the narrowest scope that answers your question. A request for
everything reads as a request you have not thought about, and it is the most
likely to be denied outright.
2
Create the request
Data access lives on its own tab of the Requests page, separate from report
requests. Name the company and the scope you want.
Open the Data Access tab on the Requests page. Standing access requests are created and tracked separately from report requests.
3
Say why, where you can
A company approving access is accepting an ongoing obligation. Context about
what you are tracking and why makes approval a decision rather than a leap of
faith.
4
Wait for a decision
Nothing is granted until the company acts. Approved requests give you access
to the named scope; denied ones close. Either way you see the outcome in your
own view.
If a request is denied, the useful response is usually a narrower one rather
than the same one again. Companies deny scope, not people.
Access is read-only and bounded by the scope that was approved. It does not let
you change anything, and it does not extend to data outside that scope. It can
also be revoked by the company at any time, which stops future reads without
retracting what you have already seen.For most relationships, a recurring report request on
a fixed cadence covers what data access would, with less friction on both sides.
Reach for access when the cadence genuinely is not enough.
