User Access Permissions

When FinancialForce Reporting is installed, you must configure access settings and permissions. Access settings and permissions are specified in user profiles and permission sets respectively.

Give Users Access to FinancialForce Reporting

If you don't apply the settings held in the FinancialForce Reporting custom profile to your user profiles during installation, you need to set them manually. Follow these steps:

  1. Under Assigned Apps, set FinancialForce Reporting to Visible.
  2. Assign the Reporting Value Detail and Reporting Value Summary page layouts to all relevant profiles.

See the Salesforce Help for more information.

Assign an Appropriate Permission Set to Each User

The FinancialForce Reporting package provides the following permission sets:

Note:

For more information about how to assign permission sets, see "Assigning Permission Sets" in the Salesforce Help.

Permission Sets (1), Application Level
Name Description
Reporting Grants full access to reporting functionality within the FinancialForce Reporting application
Reporting Read Access Grants read-only access to all reporting objects
Reporting Help Grants read-only access to the FinancialForce Reporting Help
Action Views Reporting Grants full access to action views functionality within the FinancialForce Reporting application
Permission Sets (2), Tab/Process Level
Name Description
Reporting - Reporting Definitions Grants access to create, modify, and delete reporting definitions
Reporting - Reporting Tab Grants access to run reports from the Reporting tab
Reporting - Reporting Generator Grants access to the Reporting Generator tab
Reporting - Reporting Object Grants full access to the Reporting Object object
Reporting - Reporting Filters Grants full access to the Reporting Filters object
Action Views Reporting - Dataviews Grants full access to dataviews
Action Views Reporting - Export Action Views Grants access to export action views
Action Views Reporting - Import Action Views Grants access to import action views
Action Views Reporting - Action ViewClosed Enables you to inquire on FinancialForce Reporting data and any other data held on the Salesforce platform. Uses dataviews, related content panes, and action view templates. Templates Grants full access to action view templates
Action Views Reporting - Related Content Panes Grants full access to related content panesClosed Shows various types of information in the action view results, for example address and contact information, tasks and chatter posts associated with the account. Some information is editable.
Action Views Reporting - Run Grants access to run action views from the Action Views tab.
Action Views Reporting - Summarization Templates Grants full access to summarization templates

We recommend that you make some or all of the following assignments:

If you create a custom Visualforce page for one of your reports, you need to also give users access to this page. Create a separate permission set with just the relevant Visualforce page access specified, then assign it to the relevant users.

Cloned permission sets are not upgradeable. If you clone and edit one of the permission sets supplied in the package, you will not benefit from any upgrades we subsequently apply. Therefore, if you need to extend the permissions to meet your business needs, we recommend that you create extra permission sets rather than cloning.

FinancialForce Reporting responds appropriately to all appropriate Salesforce object and field-level security settings of the person who runs the report. If your Salesforce security settings restrict your access to a specific object or field, the corresponding data is not included in the report. This does not prevent the report from running, but the restricted cells on the report will be empty.

In this situation, a message is included on the report to inform you that some information is hidden. You can hide this message by using a custom setting. Contact your administrator for assistance.

FinancialForce Accounting Integration Permission Sets

The FinancialForce Accounting package provides the following permission sets to enable action views integration with FinancialForce Reporting.

Permission Sets (1), Application Level
Name Description
Action Views Reporting Integration Grants full access to action views integration functionality
Permission Sets (2), Tab/Process Level

Name

Description

Action Views Reporting Integration - Dataviews Grants full access to dataviews for integration between FinancialForce Reporting and FinancialForce Accounting
Action Views Reporting Integration - Integration Templates Grants full access to action views templates for integration between FinancialForce Reporting and FinancialForce Accounting
Action Views Reporting Integration - Run Grants run permission for action views integration between FinancialForce Reporting and FinancialForce Accounting
Action Views Reporting Integration - Summarization Templates Grants full access to summarization templates for integration between FinancialForce Reporting and FinancialForce Accounting

For more information about how to assign permission sets, see "Assigning Permission Sets" in the Salesforce Help.

FinancialForce Accounting Permissions and Security

If you want a user to be able to use reporting on FinancialForce Accounting data, they must have the following permissions:

Custom Reporting Templates

If you want to be able to create a new reporting templateClosed The Visualforce page on which the report is based., you must be signed in as a System Administrator. These permission sets do not allow you to create new templates. If you require a new template, contact your administrator or your FinancialForce consultant. We recommend that you develop new reporting templates in a sandbox org. In this more controlled environment you can grant another user System Administrator access while the new template is being developed.