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    Doron de Jong
    How to create a custom read online role to allow users to...
    Topic posted April 5, 2018 by Doron de JongRed Ribbon: 250+ Points, tagged BI Publisher, Fusion Financial reporting, Fusion Procurement reporting, Fusion Project reporting, Fusion Supply Chain Management reporting, OTBI, Public Sector, Reports, Sample Reports, Tip 
    109 Views, 1 Comment
    Title:
    How to create a custom read online role to allow users to self serve reports that are segregated
    Content:

    Hi All

     

    I am struggling to get to grips with one area of reporting and that is allowing users to self serve some key reports we have but I need them to be segregated to themselves/their own cost centre.

     

    The reports I am looking to do is a procurement requester report I have build, and I want users to be able to see all POs that they have raised and are requester for. What custom role/seeded role is their so they can have a view of this report (I also want to pin this report onto there oracle homepage - is this possible?)

    Another role I want to create is so that cost centre managers can see all POs raised to their cost centre only. How can I do this?

    Finally I want to create a role for expenses where a manager can see a report of all expenses that their team (Line manager hierarchy) have raised. Is this easy to do?

     

    Thnx

    Comment

     

    • Linda Wong

      1. A user with procurement requester seeded role already is given access to the OTBI Requisition and Purchase Order subject areas.

      2. A user with procurement requester seeded role can use OTBI to retrieve requisitions and purchase orders and filter by the 'Cost Center Code' in the Accounting folder to filter the transaction distributions by cost center.