Core Financial Modules

[SPyle]

I would like to have an individual run one specific "Custom Financial Report" each morning, without giving access to the entire reporting module.

Is there a way to build a link to that?  Alternatively, is there a way to link to a specific FRx report to do the same thing?

I have a "Key Accounts" daily summary dashboard report I would like run, without giving someone access to all the detailed financial reports.

[Rafael_ISM]

Hi,

MAS does not have the ability to set security at individual reports levels in regards to Custom Financials. FRx has the best security for this type of scenario where you can set security for specific reports by allowing or denying a user access to a specific catalog. See below.

Securing Catalogs, Rows, Columns, and Trees

You can set security for catalog IDs, rows, columns, and trees for both users and groups. Using security lets you grant or deny access to these objects. The procedure for securing building blocks works the same way for all of the building blocks. Reporting trees have an additional level of security available from the Reporting Tree window to secure trees at the reporting unit level. For more information, see "Securing Reporting Tree Units" in Chapter 6 of your FRx® Report Designer 6.7 User's Guide.

To set catalog, row, column, and tree security

• On the FRx Report Designer Admin menu, click Security and select one of the following:

•	Secure Catalogs to grant or deny catalog ID access to users or groups of users

•	Secure Rows to grant or deny row access to users or groups of users

•	Secure Columns to grant or deny column access to users or groups of users

•	Secure Trees to grant or deny tree access to users or groups of users

Note:

Microsoft FRx security must be active to select Security.

• Choose from the following options:

•	If you are not logged in as the Administrator, the Administrator Login dialog box appears; type the password and click OK.

•	If you are logged in as the Administrator or are part of the Administrators group, the (Component) Security dialog box appears. (For this example, Catalog Security was selected.)

The catalog IDs, rows, columns, or trees created for the default company appear in the top portion of the screen.

Note:

You must be logged in as the Microsoft FRx Administrator or are a member of the Administrators group to open any of the (Component) Security dialog boxes.

• Select the building block that you want to secure.

• Choose one of the following options:

•	To automatically grant new users and groups access to this catalog ID, click the Automatically grant access to new users/groups option.

•	To automatically deny new users and groups access to this catalog ID, click the Automatically deny access to new users/groups option.

• Choose from the following options:

•	To add a user or group to Access Granted, select the user or group and click Add.

•	To remove a user or group from Access Granted, select the user or group and click Remove.

•	To move all users and groups to Access Granted, click Add All.

•	To remove all users and groups from Access Granted, click Remove All.

• To change the user or group settings, select the user or group name that you wish to change and click Properties.

This opens the User Information or Group Information dialog box.

• Make your changes to the User Information or Group Information dialog box.

• Click OK to accept your changes and close the dialog box.

[SPyle]

Thanks.