Sunday, February 24, 2019

Permissions Required to Create a New Financial Report

A user with a custom role needs to create a new financial report. When the user navigates to Reports > New Financial Report, the user gets Notice: You do not have permission to perform this operation.

The role already has the permissions for Financial Statements set to View and Report Customization set to Full under Permissions tab > Reports on the role.

For the user to be able to create a new financial report:

1. As Administrator navigate to Setup > Users/Roles > Manage Roles > Edit/Customize the target role.

2. Under Permissions tab > Setup subtab > Add Financial Statement Layouts with Full Access Level.

2 comments:

  1. As discussed above the user with a custom role needs to create a new financial report.

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