Self Service Reporting Duties

This set of duties provides access to both Transactional Business Intelligence subject areas and drilldown pages. They can be used as building blocks to construct reporting roles to provide self service reporting access.

The following table identifies the subject areas that predefined Financials self-service reporting duty roles can access.

Subject areas that predefined Financials or Projects self-service reporting duty roles access

Self-Service Reporting Duties	Subject Areas
Budgetary Control Self Service Reporting Duty	All Budgetary Control
Cash Management Self Service Reporting Duty	All Cash Management
Expense Self Service Reporting Duty	All Expenses
Fixed Asset Self Service Reporting Duty	All Fixed Assets
General Ledger Self Service Reporting Duty	All General Ledger, Financials Common Module - Intercompany Transactions Real Time
Payables Self Service Reporting Duty	All Payables
Receivables Self Service Reporting Duty	All Receivables
Revenue Management Self Service Reporting Duty	All Revenue Management
Projects Self Service Reporting Duty	Project Foundation, Project Costing, Project Billing, Project Control (Includes access to deeplinks for viewing project cost transaction, project overview, project plan pages)

When you create a custom job role to provide self-service reporting access, make sure you add the correct duty roles to the custom role. Transactional Business Intelligence reports, then you must give the role the correct duty roles. Your custom role must have both the OBI and Financials or Project Management versions of the self-service reporting duty roles. The OBI version of the self-service reporting duties provide access to the subject areas, while the Financials versions of the duties provide access to Financial Reporting Center and the relevant drilldown pages.

For example, if your role must provide self-service reporting access to the Fixed Asset subject areas and the corresponding drilldowns, then it must inherit the duty roles described in the following table:

Duty Role Name and Duty Role Code

Duty Role Name	Duty Role Code	Version
Fixed Asset Self Service Reporting	ORA_FA_SELF_SERVICE_REPORTING_DUTY	Financials
Fixed Asset Self Service Reporting Duty	ORA_FA_SELF_SERVICE_REPORTING_DUTY_OBI	OBI

These duty roles are not preconfigured with data security access. You will need to create data security policies for the custom roles to provide the necessary data access.

The following are sample data security policies to utilize Manage Data Access for Users page to manage data assignments for reporting access:

Sample Data Security Policies

Product / Family	Business Object	Conditions	Privileges
General Ledger	Data Access Set	Access the general ledger data access set for table GL_ACCESS_SETS for the general ledger data access sets for which they are authorized	Inquire and Analyze Oracle Fusion General Ledger Account Balance
	Ledger	Access the ledger for table GL_LEDGERS for the ledgers derived from data access sets for which they are authorized	Report Oracle Fusion General Ledger
	Intercompany Organization	Access the Intercompany Organization for table FUN_INTERCO_ORGANIZATIONS for the intercompany organizations for which they are authorized	View Intercompany Transaction
Payables	Business Unit	Access the business units for which the user is explicitly authorized	Report Payables (for OTBI) Manage Payables Invoice (for invoice drilldown) Manage Payments by Business Unit (for payment drilldown)
Receivables	Business Unit	Access the business units for which the user is explicitly authorized	View Receivables Activities
Fixed Assets	Fixed Asset Book	Access the fixed asset book for table FA_BOOK_CONTROLS for the asset books for which they are authorized	Submit Fixed Assets Reports
Revenue Management	Ledger	Access the ledger for table GL_LEDGERS for the ledgers for which they are authorized	View Revenue Management
Budgetary Control	Control Budget	Access the control budget for table XCC_CONTROL_BUDGETS - for the Control Budgets that the current user has created	Read; Review Budgetary Control Balance; Review Control Budget;
Subledger Accounting	Subledger Accounting Ledger	For Business Unit assignments - Access Ledgers Associated with Business Units For Asset Book assignments - Access Ledgers Associated with Asset Books For deriving access from other types of assignments, please refer to the corresponding data security policies in the respective predefined job roles, such as Cost Manager, for details.	Manage Ledger for Subledger Data
	Subledger Application	This policy requires the internal ID for the corresponding subledger application. Please refer to the corresponding data security policies in the respective predefined job roles, such as Accounts Payable Manager, for details.	Manage Subledger Application Data
	Subledger Source Transaction	This policy requires the internal ID for the corresponding subledger application. Please refer to the corresponding data security policies in the respective predefined job roles, such as Accounts Payable Manager, for details.	Manage Subledger Source Transaction Data
Project Management	Project Expenditure Item	Access the project expenditure items for Table PJC_EXP_ITEMS_ALL for project business unit	Manage Project Expenditure Item Data
	Project Unprocessed Expenditure Item	Access the Unprocessed Transaction for Table PJC_TXN_XFACE_ALL for business unit	Manage Project Unprocessed Expenditure Item Data
	Project Contract Invoice	Access the Invoice Lines Distributions for Table PJB_INV_LINE_DISTS for project business unit	Manage Project Contract Invoice Data
	Project Contract Revenue	Access the Revenue Distribution Lines for Table PJB_REV_DISTRIBUTIONS for business unit	Manage Project Contract Revenue Data
	Project	The project access for table PJF_PROJECTS_ALL_VL for project business units on which they are authorized as defined in Manage Data Access for Users Page	View Project Forecast Working Version Data View Project Forecast Approved Version Data
	Project	The project access for table PJF_PROJECTS_ALL_VL for project business units on which they are authorized as defined in Manage Data Access for Users Page	View Project Budget Working Version Data View Project Budget Baseline Version Data
	Project	Read only access of the project work plan for table PJF_PROJECTS_ALL_VL for projects where user is authorized	View Project Work Plan Data
	Project	The project access for table PJF_PROJECTS_ALL_VL for project business units on which they are authorized as defined in Manage Data Access for Users Page.	View Project in Project Home Data