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Financial reporter and security roles

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Posted on by CU13111636-0

I have following issue - we have three separate security roles (and two of which are assigned to 3 organizations, while the third role is assigned to one organization only) the management reporter is throwing an error that the user doesn't have access to generate any financial report in any legal entity. But if the user has access with all security roles assigned to the same legal entities then the reports are being generated. Has anyone experienced this issue before?

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André Arnaud de Cal... 300,915 Super User 2025 Season 2 on at

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Hi,

You didn't provide what security roles were assigned. Are you using standard or custom roles? The next link provides information about security objects related to the Financial reporter: Financial reporting overview - Finance | Dynamics 365 | Microsoft Learn

Please verify if the roles you used meet the requirements for the Financial reporter.

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CU13111636-0 4 on at

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Hi Andre, I am using "System user" role assigned to Legal entity A and B and "Accountant" security role assigned to Legal entity A. When trying to generate the report I receive following error message followed by some kind of identifier - "You do not have permission to perform this action. Work with your administrator to verify your user permissions within financial report designer. Exception has been thrown by the target of an invocation. The remote server returned an error: (403) Forbidden." According to the documentation the "Accountant" security role should give enough access to perform this action.

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