Understanding Reports Security

This topic describes the security for standard reports and custom reports in Task Manager and Enterprise Journals and Supplemental Data Manager .

Note:

A Service Administrator can also use REST API commands to generate user details report. For detailed information, see Generate User Details Report for Account Reconciliation, Financial Consolidation and Close, and Tax Reporting in REST API for Oracle Enterprise Performance Management Cloud .

Standard (Predefined) Reports Security

A security clause is in all standard report queries. This means that the reports have a security filter enforced on these reports by default. For example, Power User security (established under Access Control), to allow access to certain tasks is enforced on reports. A Power User with access to only certain tasks can only see reports for those tasks.

Administrators can edit reports to give users access to a report using the Access tab in the Edit Report dialog. This ensures that if you allow users to see reports, they can only see data appropriate for them as determined by the Administrator.

The security clause is also included as part of the following predefined Task Manager reports:

  • At Risk Tasks
  • Task Compliance Analysis
  • Early Tasks
  • Late Tasks
  • Task Performance Analysis by Organizational Unit
  • Rejected Tasks
  • Task Audit Trail
  • Users with Late Tasks

Assigning User Access to Standard Reports

An Administrator can decide to give access to standard reports to various users. This is done by using the Access tab on the Edit Report dialog.

To grant users access to a report:

  1. From the Home page, click Application, and then select Non-Consolidation Reports.

  2. From Reports, select the report you want, and from Actions, select Edit.
  3. On the Edit Report dialog, under Access, you can use Add (+) or Remove (X) to change the list of users who can access that report.
  4. Click Save or Save and Close.

Custom Reports Security

For custom reports, you can determine when you create your query whether you want to have a security clause inserted into the query and then assign access to the report to users. This means that the creator of the report determines who should be given access.