Reporting Roles and Permissions

Viewing reporting roles and permissions can help you to understand how Oracle Transactional Business Intelligence security works.

This topic explains how to view:

• The reporting roles that a job role inherits

• The permissions for sample Oracle Transactional Business Intelligence reports in the Business Intelligence Catalog

Viewing Inherited Reporting Roles on the Security Console

Sign in with the IT Security Manager job role and follow these steps:

1. Select Navigator > Tools > Security Console.

2. On the Security Console, search for and select a job role. For example, search for and select the Accounts Payable Manager job role.

   Depending on the enterprise setting, either a graphical or a tabular representation of the role appears. Switch to the tabular view if it doesn't appear by default.

3. Accounts Payable Manager inherits many duty roles, such as Payables Balance Analysis and Payables Invoice Processing. These roles (without the word Duty in their names) are Financials roles. Their role codes start with the characters ORA_. Find these roles in the table.

4. Notice also the many Transaction Analysis Duty roles (with the word Duty in their names) that appear at the console. For example, Accounts Payable Manager inherits the Transactional Analysis Duty. These roles are OBI roles. Their role codes start with the characters FBI_. Find these roles in the table.

5. Notice that the Payables Invoice Transaction Analysis Duty role inherits BI Consumer Role. Most of the OBI duty roles inherit BI Consumer Role.

Tip: You can export the role hierarchy to a spreadsheet for offline review.

Viewing Permissions in the Business Intelligence Catalog

To view these permissions, you must have a role that inherits BI Administrator Role. None of the predefined Financials job roles inherits BI Administrator Role.

1. Select Navigator > Tools > Reports and Analytics to open the Reports and Analytics work area.

2. In the Contents pane, click the Browse Catalog icon. The Business Intelligence Catalog page opens.

3. In the Folders pane, expand Shared Folders.

   Expand the Financials folder and then the Bill Management folder.

4. Click the Customers Export Report folder.

   A list of reports appears on the BI Catalog page.

5. Click Costing Reports > More > Permissions.

   The Permissions dialog box opens. Scroll if necessary to see the complete list of permissions, which includes the role BI Administrator Role.

6. Click the Oracle Applications tab to return to the home page.