Licensing 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 FinancialForce 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.