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Not able to view financial report

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Posted on by jeffgreenrc

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Hi,

Many of the users are not able to VIEW the report. However, they are able to generate it.

Let me know how to resolve this issue.

Thank you

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Dynamics 365 Finance

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Frank Hamelly | MVP... 46,522 Super User 2025 Season 1 on at

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Not able to view financial report

As others have replied, it looks like a security issue. Perhaps this will help.
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Abhilash Warrier 934 on at

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Not able to view financial report

Hi,

Could you please the review the Security & permissions.

Permissions Issue

Ensure you have the necessary security roles assigned.

If you receive a "User does not have appropriate permissions" error, check the security settings in System Administration > Security Configuration.

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Adis 4,055 Super User 2025 Season 1 on at

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Not able to view financial report

Hi,

Seems like permissions are missing. Most likely they have the permission to generate the report but not to view it. I guess you would need accountant permissions to view it as the data is coming from general ledger.

I would suggest to give a user same permissions as an accountant has and then try it.

If that doesnt work then I would use the security task recording to analize it.

Security diagnostics for task recordings - Finance & Operations | Dynamics 365 | Microsoft Learn

Let us know if you need further help.

Kind regards, Adis

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