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Cash Overview - All Companies

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Posted on by Trevor Cohen

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Hi,

Is there a way to limit security on the cash overview - all companies report to restrict the edit feature? When looking at the security diagnostics of the report I only see one duty/priviledge associated with this report, which includes the edit feature.

Is there a way to only allow users to view the report and not allow them to edit it.

Thanks,

Trevor

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Ramit Paul 22,809 Most Valuable Professional on at

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Can you explain a bit, which report you are talking about? also if you already found the duty, why not creating a role and restrict for edit?

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André Arnaud de Cal... 306,697 Super User 2026 Season 2 on at

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Hi Trevor,

Are you referring to the workspace with the name Cash overview - all companies? In that case, this is showing an embedded Power BI report with own editing options that can't be restricted using F&O security.

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Kevin Xia Microsoft Employee on at

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Hi,

As Ramit says, to allow users only to view the report and not allow them to edit it, you can customize the security roles or adjust the settings of that duty/privilege.

Best regards,

Kevin

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