User Access Permissions
When 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 Reporting
If you don't apply the settings held in the Reporting custom profile to your user profiles during installation, you need to set them manually. Follow these steps:
- Under Assigned Apps, set Reporting to Visible.
- 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 Reporting package provides the following permission sets:
| Name | Description |
|---|---|
| Reporting | Grants full access to reporting functionality within the Reporting application |
| Reporting Read Access | Grants read-only access to all reporting objects |
| Reporting Help | Grants read-only access to the Reporting Help |
| Action Views Reporting | Grants full access to action views functionality within the Reporting application |
| 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 View Templates | Grants full access to action view templates |
| Action Views Reporting - Related Content Panes | Grants full access to related content panes |
| 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:
- For all Reporting users, assign the Reporting Help permission set.
- For users who require full permission to everything in the Reporting app, assign the Reporting and Action Views permission sets.
- For users who need to see the reporting objects but not create or run reports, assign the Reporting Read Access permission set.
- For users who require restricted permissions based on their role, assign lower level permission sets. For more information, refer to the second level permission sets.
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.
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.
Accounting Integration Permission Sets
The Accounting package provides the following permission sets to enable action views integration with Reporting.
| Name | Description |
|---|---|
| Action Views Reporting Integration | Grants full access to action views integration functionality |
|
Name |
Description |
|---|---|
| Action Views Reporting Integration - Dataviews | Grants full access to dataviews for integration between Reporting and Accounting |
| Action Views Reporting Integration - Integration Templates | Grants full access to action views templates for integration between Reporting and Accounting |
| Action Views Reporting Integration - Run | Grants run permission for action views integration between Reporting and Accounting |
| Action Views Reporting Integration - Summarization Templates | Grants full access to summarization templates for integration between Reporting and Accounting |
For more information about how to assign permission sets, see "Assigning Permission Sets" in the Salesforce Help.
Accounting Permissions and Security
If you want a user to be able to use reporting on Accounting data, they must have the following permissions:
- Read access to the Reporting Balances object
- Read access to the Transaction Line Item object
- User Company assignments for all companies that they need to report on
- Access to any custom reporting templates (Visualforce pages) in the organization
Custom Reporting Templates
If you want to be able to create a new reporting template
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 Certinia 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.