SECTIONSLicensing and Permissions
Installing Financial Report Builder
Financial Report Builder is contained within the Foundations package. You must have a Foundations license to install Financial Report Builder.
Using Packaged Lenses and Datasets to Create Reports
If you want to use the datasets and lenses supplied with Financial Statements or Business Analytics as the basis for your Financial Report Builder reports, then you must have a license for these packages.
Viewing Reports
No license is required for users to view reports in Financial Report Builder.
If you want to drill to source documents in Accounting from your reports, you must have an Accounting license.
Required Permissions
Refer to the table below for details of permission sets required to use Financial Report Builder.
|
Permission Set |
Description |
|---|---|
| Financial Report Builder | Assign to an administrator, or equivalent, to create, edit, and delete reports. |
| FRB - Share Reports | Assign to an administrator, or equivalent, to share report details in CSV file format. |