Licensing

Administrator

Licenses required to create and edit the lenses used by Financial Report Builderare identical to those required for Financial Analytics. Licensing in the Business Analytics Help.

View User

Assign the following licenses, permission sets and permission set licenses to users to view the data displayed in Financial Report Builder:

• License: Business Analytics
• Permission Set: Tableau CRM Platform User
• Permission Set License: Analytics Studio

View users require an Accounting license to drill through to source records from Financial Analytics.