Financial reporter security permissions

(1) Share

Report

Posted on by M Anas Khan

1,424

Hi,

I am struggling while configuring security permissions for financial reports in Financial Report Designer in Dynamics 365 for Finance and Operations. I know there used to be Report Library permissions back in Management Reporter however seems like this has been taken by Microsoft in the new Financial Report Designer. The questions is how can we configure security permissions at the user level for each report? For example, a company has 10 financial reports. At the moment, the user with security access to Financial Reports can see all of these 10 reports. What I am looking after is to configure security permission such that the user should NOT see all of them.

I know that there are some security permissions at the user level but they can't control user's access to individual reports.

7624.Image.png

Please advise. Thanks!

Categories:

Management Reporter

I have the same question (0)

All responses (17)

Answers (0)

Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hi Muhammad Anas Khan,

Security is managed through D365FO not through the financial report designer anymore.

There is one exception that relates to the data people can see.

This is called unit security and works via reporting trees.

You can find some information here:

dynamicsax-fico.com/.../

If you want to restrict access to data for some people then there might be quite some setup to do though.

Best regards,

Ludwig

Was this reply helpful? Yes No
Suggested answer

Sukrut Parab 71,710 Moderator on at

Like (0)

Report

Hi Muhammad ,

The financial reporting functions are available to users who have the appropriate privileges and duties assigned to them through their security roles. The following Link list these privileges and duties, together with the associated roles.

docs.microsoft.com/.../financial-reporting-getting-started

Was this reply helpful? Yes No
M Anas Khan 1,424 on at

Like (0)

Report

Hi Ludwig/Sukrat,

I am familiar with role-based security which can be used to configure security access in D365FO. However what I am aiming for is something else. As soon as we give "Maintain financial reports" duty to a user, the user has access to all the financial reports. The question is how can I hide some of the highlighted reports below for a particular user? Back in AX 2012 this could be achieved using Report Library permissions within Management Reporter. I need to know how can it be done in D365FO. Can we use XDS for this purpose?

Please advise. Thanks!

Was this reply helpful? Yes No
Suggested answer

Sukrut Parab 71,710 Moderator on at

Like (0)

Report

Yes you can use XDS for that.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi

I am wondering if any one has successfully used XDS to resolve this requirement?

I have the same challenge where I want to provide self service reporting to business unit managers. I can easily restrict access using a reporting tree so that business unit managers only see data for their business unit. However there are certain reports that they do not need access to.

To achieve this I have tried putting the reports I want the business unit managers to see in one folder and used a query in XDS to limit access to this folder and this works but only if you assign the privilege of view financial reports. If you assign the generate reports privilege the users can access the report designer where they can't change any reports but they can see all the reports and generate them.

So what this means is a lot of effort to set-up and maintain security via XDS query to allow users to only view copies of reports that have previously been run for them, which defeats the purpose of self service reporting. Unless any one knows of a better solution?

Thanks in advance for any suggestion

Best regards

Simon

Was this reply helpful? Yes No
M Anas Khan 1,424 on at

Like (0)

Report

Hi Simon,

Please check this for a solution. Hope this would help you.

dynamicsaxinsight.wordpress.com/.../

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Muhammad,

Thank you for this I will check it against my set-up and see if this resolves the issue. I will let you know the outcome.

Best regards

Simon

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Muhammad

Thanks for this example you provided it works with one annoying exception. What I noticed is that the user that I have applied the restriction to, can still click on edit and launch the report designer from here they can see all folders, they can also generate reports in other folders but the good news is they see no data in these reports. However it would be really good if I the users could be blocked from launching the report designer altogether i.e not even see the new or Edit options from the financial reports form. Do you know whether this is possible?

Best regards

Simon

Was this reply helpful? Yes No
M Anas Khan 1,424 on at

Like (0)

Report

View financial reports privilege > Review financial performance duty should only be given to the user.

Generate financial reports privilege > Generate financial reports duty should be taken away

Hope this would help you.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Muhammad

I will try this out and let you know.

Best regards

Simon

Was this reply helpful? Yes No