Security for Sales Analytics and Reports

Security for the analytics and reports that are delivered with the sales application is based on the roles that use each report. For example, sales managers can access sales analytics and reports that salespeople don't have access to.

Analytics are available throughout the sales application as embedded analytics and also in standalone mode by way of the transactional work areas. Sales users interact with information in Oracle Transactional Business Intelligence using Oracle Transactional Business Intelligence components, such as dashboards.

If you want to create new analytics or reports or edit existing ones, you should become familiar with sales security concepts and how access is secured to Oracle Transactional Business Intelligence subject areas, catalog folders, and reports.

Subject Areas

Subject areas are functionally secured using duty roles. The names of duty roles that grant access to subject areas include the words Transaction Analysis Duty (for example, Sales Managerial Transaction Analysis Duty). Access to a subject area is needed to run or create reports for that subject area.

Catalog Folders

Catalog folders are functionally secured using the same duty roles that secure access to the subject areas. Therefore, a user who inherits the Sales Managerial Transaction Analysis Duty can access both the Sales Manager folder in the Catalog and the Sales Manager subject areas.

Reports

Analyses are secured based on the folders in which they're stored. If you haven't secured reports using the report permissions, then they're secured at the folder level by default. You can set permissions against folders and reports for roles, catalog groups, or users.

Information about Security and Reporting

When you receive your sales application, access to its functionality and data is secured using role-based access control. For more information about creating and securing reports, see the following guides on the Oracle Help Center at http://docs.oracle.com:

• Security Reference for Sales and Fusion Service

  Describes the sales application security reference implementation and includes descriptions of all the predefined data that is included in the security reference implementation for an offering.

• Creating and Administering Analytics for Sales and Fusion Service

  Explains how to view and work with analytics and reports.

• Subject Areas for Transactional Business Intelligence in Sales and Fusion Service

  Provides information about each subject area and the job roles and duty roles that secure access to the subject area.