SECTIONSLicensing and Permissions
Installing Report Builder
Report Builder is contained within the Foundations package. You must have a Foundations license to install 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 Report Builder reports, then you must have a license for these packages.
Viewing Reports
No license is required for users to view reports in 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 Report Builder.
|
Permission Set |
Description |
|---|---|
| Report Builder | Assign to an administrator, or equivalent, to create, edit, and delete reports. |
| xRB - Share Reports | Assign to an administrator, or equivalent, to share report details in CSV file format. |